Portfolio Management

Our first priority is helping you take care those important to you. As an independent advisor, I can concentrate on what is best for you and your unique situation. We take that responsibility seriously. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

We will work closely with you to determine the appropriate risk tolerance and investment vehicles to help you meet your goals. We can use a wide range of investment vehicles to help construct an appropriate portfolio, these may include exchange traded funds, individual equities or individual equities or individual bond strategies. Please reach out and we can discuss what may be appropriate for your situation.