As my clients’ trusted advisor on their financial matters, I proudly offer guidance on a range of complex and sophisticated financial planning services. High-net-worth individuals have unique needs that cannot be adequately addressed by a financial advisor with only a basic financial planning background. Addressing these needs requires an advisor with requisite training achieved through earning and maintaining advanced professional certifications. As a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® professional, I meticulously analyze and guide my clients on every aspect of their financial lives in a holistic way, because all these areas are interconnected. Understanding the overall and complete picture of my clients’ financial situation allows me to provide them with the highest quality personalized service.
Financial planning
I work together with my clients to build and implement a holistic and effective financial plan that considers and coordinates every aspect of their financial life, including investments, taxes, retirement, eldercare, legacy, debt, and insurance.
Investment management
My investment management services focus on my clients’ goals as I help them build and optimize their investment portfolios. My investment philosophy is comprised of eight principles.
Estate planning
When people think about estate planning, they may not realize that it is about much more than deciding who to leave their money to after they’re gone. Two of the most common mistakes I see when clients begin working with me is that their assets are not aligned with their ultimate wishes and their documents are out of date.
Risk management
My risk management services focus primarily on evaluating my clients’ financial situation with respect to the effectiveness of their property & casualty, life, disability, and long term care insurance.
Tax planning
While often overlooked, tax planning is one of the most valuable services I offer. Many financial advisors either are prohibited from providing tax advice or do not have the requisite skills or training. Fortunately, I do.
Asset protection
Contrary to what many people believe, asset protection is not the same as risk management. Asset protection involves exploring legal strategies to safeguard my clients’ assets from creditor claims or other legal actions.
Spire Wealth Management, LLC is a Federally Registered Investment Advisory firm. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA/SIPC