We’re excited to share the news that we’re joining Wealthspire Advisors! We look forward to working together as we continue to serve our clients and community. For more details, view the press release here.
The Professional Couple
A couple in their late 50s came to us looking for a more personalized relationship with a financial advisor who could offer appropriate guidance and advice as well as sensible investing…
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The Academic
The professor had a big decision to make. An accomplished professional and head of his department, he was being recruited to a competing university at a higher salary. He asked us for help in evaluating the offer…
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The Active Family
A working couple with school age children had $1,800,000 in 14 investment accounts at 5 different banks and brokerages. They realized there was little insight into how their money was invested as a whole…
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The Retiring Business Owner
A small business owner in his 50’s had been saving money in and investing his retirement account using stock tips from wealthy clients. In the aftermath of the dot.com crash, he came to us distraught over the outlook for his future….
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The Inheritor
After inheriting $1.5 million from her mother’s estate, an active woman in her 60’s came to us for guidance. She had received a taxable investment portfolio with 120 equity and municipal bond positions…
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On Her Own
Shortly after her divorce our client faced, what was for her, the daunting and stressful task of managing her own finances…
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The Financial ‘Do-It-Yourselfer’
With an MBA degree from a top ranked business school and 25 years of Wall Street experience, you would not expect this professional to seek financial advice. However, as an ‘informed delegator’, has become quite a happy MFA client…
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The Professional Single Mom
Melissa is proud to be raising a daughter as a single mom while practicing law at a high level. Always careful in planning for the future, Melissa wanted to make sure she was managing the fruits of her hard work and on the right track to fund her daughter’s college education...
Read MoreAre you…
ready to get serious about retirement planning? read more
uncomfortable managing your own finances? read more
feeling like your portfolio is a hodge-podge with no real plan? read more