I am a private wealth advisor who specializes in providing tailored services and advice designed to meet the financial objectives of high-net worth-clients and their families. I partner with my clients in order to define and pursue their unique wealth management priorities and to create customized strategies crafted to meet the demands of significant wealth, not only for the current generation, but for successive generations as well. I provide a holistic, balance sheet management approach, naturally intertwining the roles of investment management and trust and estate planning.