Wealth Management for Lives in Transition

I'm a wealth manager who works with a select group of people who are facing important life decisions.  An area of specialty in my practice is helping women who have lost a partner to death or divorce. 

Over the years, I have developed and refined my process to be intuitive, comprehensive and responsive to changes in my clients' lives.  My goal is to help guide my clients from an uncertain and emotionally difficult starting point to a more confident, empowered future.