The financial needs and goals of my clients direct the course of their investments. I dont ascribe to the notion that one size fits all, nor do I provide off-the-shelf solutions. Each clients portfolio should be a financial reflection of their unique life. For more than 30 years, I have provided clients with customized financial portfolios that are tailored to help meet their specific objectives and comfort level with risk. Together, we design unique financial strategies that find solutions to help accumulate wealth, plan for retirement, or provide for children or grandchildrens education. I also work with specialists to provide estate planning strategies. 