Where is your money taking you? Toward your goals? Toward a retirement that can sustain you for life? In my 25 years in financial services, I’ve learned that the answer is: What is the right way for you? As your Wealth Advisor, I will draw upon the robust investment capabilities of J.P. Morgan to provide you with a comprehensive investment portfolio that reflects your needs, preferences and tolerance for risk.
I believe in the importance of building relationships with clients that endure, and providing the individualized attention that can only be achieved through a close working relationship. I will stay involved on a regular basis, monitoring your plan, and adapting and adjusting it as conditions change. After all, changing market conditions can alter the value of your investments. Over time, living expenses or healthcare costs may go higher.
Throughout my career, I have had a passion for helping my clients reach their retirement goals and giving them the freedom to make the decision to continue to work, not because they have to, but because they want to.