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My approach to advising is simple. Wealth Management = Investment Consulting + Advanced Planning + Relationship Management. A Consultative Process - I know the client. By using a consultative process I address the clients entire financial lives, goals and objectives. More is not better. I work with a limited number of families for whom I can make a significant impact. Working with a fewer clients affords me the capacity to go the extra mile and give personal attention to each clients specific needs. Real Wealth Management - Real Wealth management picks up where traditional investment consulting falls short. As a CFP, I spend the time and dive deep into the clients objectives and provide advanced planning and ongoing relationship management to achieve their goals. Coordinated Financial Care I use a Professional Network of Advisors (Experts), internal as well as external, including the clients own attorneys and accountants, to work with closely to help execute the clients wealth management plan.