300 Carnegie Center
In today's complex financial world, successful investing requires full-time attention. Since you have many other responsibilities, a solution may be to team up with a professional Advisor. This decision may alleviate concerns about handling complex financial matters in today's rapidly changing investment environment. Making the decision to team up with me frees you from the day-to-day responsibilities associated with managing your portfolio.
That's the idea behind our Advisor and Advisor II programs , flexible programs providing you with the assurance of knowing my recommendations are made for your benefit. The Advisor and Advisor II programs enable you and I to work together to develop a personalized investment portfolio designed to help meet your long-term objectives.
After determining your investment objectives, tax bracket, income and liquidity needs and risk tolerance level, I will develop a portfolio for your particular situation. I will recommend appropriate investments and/or help you integrate your existing portfolio into the allocation.