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Many "Wealth Managers" are really investment consultants.

True "Wealth Management" is about far more than managing your investments. After developing a deep understanding of your goals, interests, family relationships, assets and other advisors, it then must include advanced planning tactics for optimizing:

  • Wealth Enhancement
  • Wealth Protection
  • Wealth Transfer
  • Charitable Giving

Wealth Enhancement seeks to achieve the best after-tax, investment returns consistent with your tolerance for investment risk.

Wealth Protection seeks to protect your wealth from the potential claims from creditors, litigants, future ex-spouses as well as children's spouses.

Wealth Transfer seeks tax-optimized transitions of wealth to your children and their decendants.

Charitiable Giving seeks to achieve your charitable goals in a manner that may simultaneously enhance, protect and transfer your wealth.

Interested in working together? Please complete the information below, and I will follow up with recommended next steps.

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