I specialize in providing comprehensive wealth management advice to highly compensated individuals and high net worth individuals/families. With over 30 years of experience, 14 years in the financial services area, my objective is to provide customized investment solutions that coordinate with your financial lifestyle and objectives. By making effective use of advanced financial planning and estate planning techniques in a tax sensitive manner, our team is able to deliver a solutions-oriented approach to building appropriate financial strategies tailored to your specific goals and objectives. I have lectured frequently on the topics of wealth and investment planning for individuals, families and generational wealth transition. The Colony Group can provide strategic planning to address wealth creation and transfer and help develop philanthropic strategies in keeping with client interests. My expertise includes planning for family philanthropy and coordination of charitable giving with socially responsible investment of funds and other activities that promote a client's broad philanthropic interests. At The Colony Group, our collective expertise in wealth management enhances our investment management services. We understand the importance of incorporating tax and other considerations into an investment strategy and how that impacts a family's use of its wealth. Specialties: Wealth Management Strategies, Investment Management, Income Tax and Estate Tax planning; Charitable Giving and Planning, and transitioning Multi-Generational Wealth.