Financial Planning & Wealth Management
By taking the time to thoroughly understand the needs of our clients and their families, we can help them establish and maintain their goals with personalized attention and disciplined, customized investment strategies. The initial strategy we help our clients construct, coupled with the periodic review and maintenance of our clients’ portfolios, helps provide clients with confidence that they can remain on track to their goals even during volatile markets. Through the investment insights provided through Merrill and banking convenience of Bank of America, Steve and his team can help address the various aspects of clients’ financial lives. Utilizing a tailored wealth management approach—including retirement income planning, estate planning services, concentrated holdings and tax minimization strategies—Steve commits himself to creating customized financial strategies designed to help clients pursue desired outcomes while building, managing, and preserving their wealth for current and future generations.