Clients
My clients are entrepreneurs, corporate executives, business owners, highly successful professionals and companies located throughout the United States. While each of our clients is unique, they all have complex needs and seek sophisticated financial guidance that requires the expertise of trusted advisors.
Investment Management
If you are looking for a cookie-cutter investment portfolio, I’m not the right fit for you. My clients entrust me with their assets to preserve their capital, provide real growth in their portfolios, and guide them toward financial security. At Capital Planning Partners, I believe sound investment advice is the result of solid research and experienced analytical skills coupled with an in-depth understanding of our clients’ financial objectives. A disciplined focus on core fundamentals is the cornerstone of a successful long-term investment strategy. For each client, I thoughtfully construct a custom portfolio specifically designed to meet your needs (i.e. target asset allocation, liquidity and income needs, growth objectives and capital preservation). My goal is to consistently add value and enhance returns for my private clients.
In addition, my investment advisory services are well suited to address the unique needs consistent with the investment charter of foundations and endowments.
Learn more about our Investment Philosophy
Corporate Executives & Entrepreneurs
Many highly successful entrepreneurs and executives are so thoroughly involved in building and running their business that they have little time to think about their financial security. I focus on building, managing, and preserving wealth through specialized expertise and comprehensive wealth management services tailored to the needs of corporate executives and entrepreneurs.
Entrepreneurs and executives often receive compensation in the form of stock options, restricted shares, or deferred compensation. As a result, they are required to make a series of decisions regarding diversifying a concentrated equity position. I help executives formulate, evaluate and implement sound strategies for managing stock options and other forms of equity compensation in a tax effective manner.
To learn more about my equity compensation services, visit executivecapitalplanning.com.
Professionals
Professionals (CPAs, attorneys, physicians) are often so focused on the well-being of others and society in general that they frequently overlook their needs and those of their families. My team has experience providing trusted financial advisory services to busy professionals. Capital Planning Partners is structured to assist professionals simplify their financial affairs, and achieve clarity and peace of mind.
Life Transitions
I help guide many of our clients through major life transitions such as marriage, divorce, loss of a spouse, career change, retirement and significant liquidity events. Each of these transitions presents its own set of challenges that requires professional guidance.
