I’ve been quiet on the blog front lately, but for good reason — something exciting has been in the works.

I’m proud to announce that my firm has expanded! You can now take care of all your financial needs under one roof. In addition to investment management and financial planning, we now offer estate planning, tax planning, mortgages, and life insurance.

These new services are provided by our in-house professionals — an estate attorney, licensed CPA, and licensed mortgage and insurance specialist. You’ll have access to all of these resources, but you only pay for the ones you choose to use.

The best part? We’ll collaborate behind the scenes to make sure your entire financial picture works together — saving you time and helping you make smarter, more coordinated decisions. If you have any questions or would like to explore any of these new services, feel free to contact me.