The private wealth management system and approach with Jeff, integrates investment and insurance management with financial, tax, and estate planning to meet the special financial needs of successful retirees and near-retirees.

I relieve financial worries through those all-important retirement years, so you can focus on living your life and pursuing your dreams.

My clients recognize the importance proper planning plays in maintaining the stability and management of their personal wealth. My comprehensive array of wealth management services are designed to:

  • Satisfy your lifetime income needs
  • Plan for your future
  • Shield your wealth from tax liability
  • Protect you from life’s uncertainties
  • Preserve your wealth for those you love
  • Simplify the administration of your estate

Preservation of capital is a higher priority than growth for my clients. My investment strategy focuses on stability and consistency of returns in all market environments through the active and centralized management of investments in domestic and international equities, fixed-income vehicles, real estate and private investments.

I begin by taking the time to understand you and your situation. Then after thoroughly assessing your needs, an individual investment policy statement is developed that details objectives and provides a benchmark with which to measure performance.

Communication is ongoing and an important component in keeping your portfolio aligned with your changing needs.

The private wealth management services are not for everyone. My dedication to highly personalized relationships requires me to strictly limit the number of clients I serve.

Net worth, investable assets, investment philosophy, compatibility and my ability to bring value to the relationship are all used in assessing client acceptance.

Lastly, my commitment to value means my services probably cost the same or less than you are currently paying.

Do you have Specific Retirement Income Needs?  Read this.

1 Comment

  • Victoria Archibald April 10, 2015 at 3:24 pm

    We were looking into a “hybrid” fixed annuity, until we saw your video on the subject. Now we would like to set up an appointment with you.

Leave a Reply