History
John is responsible for portfolio management, financial analysis, research, and business development. He works to implement broad, multi-asset class investment opportunities for clients. This process is carried out through a series of meetings and discussions where he gains a thorough understanding of a client's personal financial situation. A custom wealth management program incorporates strategies that address all facets of personal finance. It begins with a comprehensive portfolio review and detailed recommendations. It also encompasses cash flow, tax and estate planning, employee benefits, alternative Investment strategies, insurance and education planning.
Specialties
Investing with purpose: Stocks, Bonds, Mutual Funds, ETF's, Life Insurance, Alternative Investments, 401k, IRA, Annuities, College Planning.