B.A. Economics Masters Business Administration Personalized Wealth Management for an exclusive clientele of affluent individuals, families, foundations, and corporate clients emphasizing assistance in estate planning services, liability management, lending, separately managed accounts, alternative investments and active wealth management. The emphasis is on the goal of preserving clients' wealth while developing a long-term strategy for financial security. While maintaining a limited number of clients, those we best serve have $1,000,000 or more in investable assets. Our fees are dependent upon the needs of the client. Our business process takes a holistic approach to wealth management. By doing this, we are dedicated to long term relationships that extend beyond individual transactions, market cycles, and even generations. Former board member of not for profit women's shelter. "Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved."