My Process
My process aims to uncover your needs and concerns through comprehensive discovery. I utilize investments as opportunities to address these needs, crafting personalized wealth management strategies that align with your unique circumstances. This tailored approach fosters deeper client engagement and is ultimately designed to lead to attractive financial outcomes. Ultimately, my process seeks to uncover significant areas of opportunities to improve portfolio efficiency while giving time back to clients so they can focus on their business or spend time with those close to them.
Backed by Stifel, a full-service wealth management and investment banking firm, I specialize in offering clients access to sophisticated investment options, particularly in private equity and structured products. These alternative investment offerings provide unique opportunities for portfolio diversification and potential returns that may not be available through traditional investments. I leverage our firm’s in-depth economic research to inform these strategies, ensuring they align with current market conditions and trends. This comprehensive approach allows me to provide clients with a well-rounded wealth management experience that goes beyond conventional investment options.
Diversification does not ensure a profit or protect against loss. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment.