As a seasoned Wealth Advisor, I have a wealth of experience in the investment management industry. With a focus on Retirement Planning, Retirement Income Strategies, Investment Advisory, Multi-generational wealth transfer, and Investment Management, I am well-equipped to cater to the unique and specific needs of high-net-worth individuals seeking personalized wealth management services.
I hold an MBA from Xavier University in 2005 and earned the CFP® designation in 2011, which allows me to offer comprehensive and holistic financial planning to my clients. One of the key benefits of working with a Wealth Advisor is the personalized and customized approach to financial planning. We understand that every client has unique financial needs, goals, and objectives.
My experience lies in offering comprehensive financial planning services that encompass all aspects of your financial life. I provide investment management services that are designed to help you achieve your long-term financial objectives and aligns with your Personal Risk Score®. My team of experienced professionals are well-equipped to provide guidance on investments that align with your financial goals.
In addition to investment management, I offer retirement planning services that help you plan for your post-retirement years. I understand the importance of planning for retirement, and I am dedicated to helping you achieve your retirement goals. I work with you to create a retirement plan that takes into account your lifestyle requirements and financial situation.
Our team of advisors are always available to answer any questions you may have and provide you with the guidance you need to make informed financial decisions. We believe that communication is key, and we strive to maintain open and transparent communication with our clients at all times. We have a understanding of the complexities of financial planning, and we are dedicated to helping you navigate these complexities.
At Intellicapital, we are committed to providing you with service, advice, and customized solutions that cater to your unique financial needs. So, if you are a high-net-worth individual looking for personalized financial planning services, contact us today to schedule a consultation with one of our Wealth Advisors.