Investment Management

Whether you are just starting to save, growing a business, or planning for your retirement, I can help you make more informed decisions about your investments.

I help my clients evaluate the many investment options available and recommend portfolio strategies designed for their unique objectives. I also can develop specialized investment approaches, such as income-focused, tax-aware or socially responsible portfolios. As your investment advisor, I will:

  • Prepare a detailed analysis of your investment objectives and risk tolerance
  • Select investment options and portfolio strategies that align with your objectives
  • Provide monthly market insight and economic analysis from LPL Financial Research
  • Continuously monitor investment performance and keep you up-to-date on your portfolio

If you have questions about your current strategy or would like to get a fresh investment perspective, please call me to schedule a free, confidential portfolio review.