I focus on building and implementing holistic wealth management strategies for investors utilizing outside money managers. I generally take a more conservative approach to wealth management, as many of our clients have already built their wealth. My clients entrust me to develop strategies designed to preserve their principal for the next generation to come. My mission is to deliver risk-adjusted returns, based on each individual client’s own unique needs, objectives, and time horizons. It is important to look at the end goal with a different lens for each individual client, as what works for one client may not work for the next.