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WELCOME TO MY WEBSITE
I am a FEE ONLY financial planner. This means that I do not receive or accept commissions or product-related compensation for the services I render on behalf of my clients. My practice is devoted to providing comprehensive financial planning and wealth management services to higher net worth individuals and families. I also provide financial planning related consulting services to financial and other professional advisors on behalf of their clients.
If you are an individual in need of financial planning services and have a net worth of at least $1,000,000 and investment assets of a least $500,000, please click on the "FINANCIAL PLANNING" Tab to learn more about the type and scope of the services which I provide. To learn about my investment advisory and portfolio management services and the investment philosophy and process that I employ, click on the INVESTMENT MANAGEMENT" Tab.
I also provide consulting services to other professional advisors in the areas of business valuation, investments, finance and financial analysis, purchase and sales of businesses, buy-sell agreements and succession planning as well as income tax and esate planning. If you are a financial or professional advisor in need of tax and/or finance related consulting assistance, please click on the "CONSULTING SERVICES" Tab to learn more about the consulting services I offer to financial and other professional advisors.
If you are interested in learning about my educational background, my professional credentials and my practice experience, please click on the “ABOUT ME” tab at the top of this web page.
After reviewing the information in the appropriate sub-page, if you have any questions or would like additional information please feel free to contact me. | 
