Services
"Every engagement begins with a conversation. The first one is always on me."
I offer four levels of service — each designed for a specific need and a specific type of investor.
Initial Meeting
A direct conversation about where you are financially, where you want to go, and whether working together makes sense. I will ask the questions that matter. You will get honest answers.
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What I Offer
Personalized Investment Oversight
Weekly/monthly/quarterly portfolio review, monitoring changes, rebalancing.
"Everyone is busy. Reviewing your portfolio is one of the tasks that gets neglected."
Portfolio Construction & Review
Building from zero or evaluating existing portfolio. Works with new investors and sophisticated portfolios.
Account Reconciliation & Statement Review
Reading financial statements, catching hidden fees, verifying dividend reinvestment, suitability checks.
Concierge Advisory Meeting
Fully customized engagement, ongoing oversight, exclusive deal flow, specialized research.
"For the investor who wants a permanent seat at the table."
Not Sure Which Service Is Right for You?
Start with the initial meeting. Thirty minutes, no obligation.
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