I help individuals make primarily long term investments, focus on multiple income sources, and true diversity in client’s portfolios. The use of carefully selected sector funds, bonds, and stocks are key to my practice. Conversations with you the client, may be frequent as to the size of your cash position, and other financial considerations. Major life changes may require special care, time, and planning— all of which I am happy to help find, or provide.
Please call me to set up a meeting.