We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future.

About: We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future

Certifications/Awards: Certified Wealth Strategist (CWS)

Specialties: Helping my clients live like Rock Stars! The Wealth Management Group Three Planning Pillars

Ideal Client: Business owners/entrepreneurs and C-Suite Executives who want to lock down their retirement planning and live their best life!

Geography: East Coast of America and California

Blog Posts:

Surviving the Bear Market - The first question you have to ask yourself is “what is your long-term goal?”.  To some people, it's to call it a day at a certain age, buy the house in Cape Cod or down in Florida, play golf, play with the grandchildren, go to the bluebird special. The second question, “how have you determined your risk tolerance?”. Scott shared an example of a different way to analyze your risk.