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My mission is to provide families of clients with the financial clarity to reduce their financial worries and empower them to become confident about their financial futures and legacies. I leverage my 27 years of proven process, planning and best-in-class people to deliver holistic, tax-smart solutions.
I welcome individuals and families with a minimum of $2 million in investable assets.
Tax-Smart Areas of Focus
• Tax and Retirement Planning
• Differentiated Low Volatility Portfolios
• Intergenerational Wealth Transfer
My uncompromising values since 1992
• Professionalism: Competency, accountability, transparency, and high emotional IQ.
• Respect for the individual: Young, old, successful, or less fortunate. Treat others how you would like to be treated.
• Solution-orientation: A positive solution-oriented outlook in addressing all challenges allows us to make more effective decisions.
• Quality of life: For our clients, our kids, and future generations.
Non-Financial Areas of Focus
“Wealth is the ability to fully experience life.” — H. D. Thoreau
• Physical Wellness
• Senior Wellness
• Family Wellness
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
Platinum Private Portfolios
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
Advice + Managed Platform
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
Traditional Brokerage
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
