Investment Advisor Representative
410 Villa Rica Way, SW, Suite 100, Marietta, GA 30064
My practice is focused on helping mass affluent and high net worth clients determine, maintain and manage the proper blend of investments (money at risk) and principal protected solutions (fixed income).
I have a fiduciary responsibility to help clients understand the blending of these diverse asset classes in the pursuit of their financial goals.
What happens today is many clients (especially in retirement) are suffering the effects of too many cooks in the kitchen providing advice based on their own biases. In many situations, the client is sitting there wondering who exactly is looking out for their best interest.
We serve a select group of families and businesses with the goal to optimize wealth and retain or enhance their standard of living and income even if markets go down and taxes, interest rates and inflation go up.