After years at Morgan Stanley, UBS, and JP Morgan Chase, I now offer independent, fee-only consultations for individual investors and workshops for groups.
My approach is simple: no sales, no commissions, no asset-based fees, just clear, objective guidance.
Whether you need a second opinion, a new strategy, or a better understanding of your portfolio, I’m here to help.
How do I ensure my portfolio stays balanced in changing market conditions?
Are the strategies in my 401K, IRAs, and taxable accounts complimenting each other for optimal performance.
Am I truly diversified, or just holding a mix of similar investments?
Are high fees and hidden costs eating into my returns?
Am I being sold products, or am I getting real advice?
If at least TWO of those questions have you thinking, let's have a short visit to see if a consultation will be valuable to you.
713-305-0510 (Phone/Text)