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Value Proposition

I care about my clients and I am passionate about helping you achieve your financial goals. I will provide you with a clear, prudent financial blueprint that will help you plan your finances both now and in the future, while aligning to your personal values and goals. Creating a comprehensive, holistic financial plan will help you build, preserve and transition your wealth according to your priorities.

You can enjoy peace of mind knowing your investments are being professionally managed to optimize capital preservation and portfolio growth.

Investment Philosophy

As a team, we start by fully understanding our client's financial situation and align them to the most appropriate investment portfolio solution to ensure our client's objectives are achieved.

Our job is to engineer portfolios to meet each client's individual objectives. We use a Total Return approach that combines principle, capital gains and dividends to meet client needs. This strategy focuses on momentum growth investing to manage the risk and return characteristics in each portfolio. We actively look for trends in the underlying investments in our portfolios to identify when there is exposure to additional risk or opportunity for better returns.

The benefit of our investment philosophy is to remove the emotions from your investment management decisions by providing expert advice, allowing more time to focus on your personal wealth plan and financial goals.