Our Stories
Every client comes to us with a unique set of needs and circumstances. We bring years of experience and a wide range of expertise to help each of our clients achieve their specific financial goals. We want to share that expertise with you. Here are just a few of our founder’s ideas and thoughts on some of our clients most pressing issues and examples of the knowledge and insight we can bring to our ongoing relationship with you.
Articles
| Should I max out my 401k? |
| Got Your Degree and Your First Job. Now How Do You Get Rich? |
| Journal of Financial Planning Features our Founder |
| Cashing in on Today’s Incredible Estate-Planning Opportunities |
| How to Use a Roth Conversion IRA to Ignite Your Retirement Income and Ensure Your Legacy |
| Six Tips to Empower and Inspire Children for Success in Life |
| Critical Life Decision |
| Investing in Fine Art and Antiques: Diversify Portfolio and Enjoy It! |
| How Do We Ensure That Our Clients Don’t Outlive Their Money? |
| Fuel Your Passion, Grow Your Collection & ...Add to Your Portfolio! |
| Ignorance Is Not Bliss For Pension Plan Trustees and Administrators |
As an investment advisor to high net-worth individuals, I encourage clients to consider diversifying their portfolios into alternative asset classes such as fine art and antiques. Unlike other investments, they can imbue an individual with a sense of achievement and pleasure in owning something rare and beautiful. Antiques and fine art can add diversification, not only to a portfolio, but to one’s life, with many benefits, including the opportunity for appreciation.