My goal is to deliver the vast resources of one of the world's largest wealth management firms with all the intimacy and personal service of a small boutique. My clients are individuals and their families, usually having between $1-15 million in investable assets, who were referred to me by other clients or by professionals. I often work with the 2nd and 3rd generation of a client's family who has come to rely on me as a partner for all of their major life events and financial decisions. My strength is in anticipating issues and providing solutions for risk or uncertainty in my clients' financial lives. My job is to worry for my clients so they don't have to.