I help Research Triangle-based Executives in theTechnology and Life Sciences industries invest wisely, manage taxes more effectively andmaximize Executive Compensation opportunities by providing a unique blend of independentfinancial, wealth management and retirement planning advice.
I use my 15-plus years of Wall Street experience in money management and investment research to focus on what works in investing while screening out everything that doesn’t work. For more on this topic, refer to the ELEVATE Your Plan℠ page of this website. It provides free in-depth training on the strategies that are essential to accelerating your timeline to financial independence.
For help on navigating executive compensation issues, go to the Learn page. Also consider checking out insight from other authors on other wealth management topics at the Articles page.
And if you’re curious about the value vs. cost of wealth management services might look for your situation, take my 7 minute Cost-Benefit Estimator quiz. It’s a good way to learn more about what I can do for you.