Getting the right investment advice is a key part of managing your wealth but it's just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate* in a tax-efficient manner. Perhaps you have very specific concerns that need to be addressed, like maximizing your retirement income or business succession planning. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. I can help you address all your wealth management concerns, working in partnership with your tax and legal advisors. I can assist you with a financial plan, estate* consultation and wealth protection.