Our vision

I am an experienced transactional Investment Advisor, with a particular focus on serving the needs of growth oriented investors and the directors and officers of public companies through my long experience and understanding of securities and market dynamics.

Capital Growth and Preservation

I strive to offer my investors the best of two diverse worlds: experienced leadership in growth equity investing, coupled with strategies for long-term stability through conservative wealth management platforms.

My focus has always been on strategic stock selection and aggressive tax minimization for entrepreneurs, and officers and directors of public companies. To provide a more complete suite of financial services, I have made advantageous wealth management alliances to protect the capital I help my clients preserve and grow. My market experience and the partnership of leading portfolio managers enable me to fulfill both the short and long-term goals of my clientele.

I also offer many years of experience in raising venture capital for Initial Public Offerings, and in administering the assets of corporations, endowments, trusts and other organizations.

 

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.