Do you have over $500,000 to invest? If so, you may need special and sophisticated investments either not available or not appropriated to a person with a smaller amount to invest.

Because of your affluent status you may need strategies that include more tax advantages and more diversification. You also may need more sophisticated estate planning.

Because of the amount of money you have to invest, I can get you access to individual professional money managers that will custom design a portfolio for your exact needs.

Because of the amount you have to invest, your overall management fee percentage may be smaller.

Give me a call today and let me bring in all the other professionals – Estate Planning attorney and Tax professional, etc. - to give you the elevated services you need and deserve.