New York, New York, United States
I help professionals, business owners, retirees and families strive to achieve their goals, dreams and what is most important to them. I do this by working with a select group as their personal CFO and help them address all key topics of wealth preservation/enhancement planning. - Wealth Preservation: Making smart decisions about their money. - Wealth Enhancement: Asset growth with mitigating taxes. * - Wealth Transfer: Taking care of their heirs. - Charitable giving: Finding the right vehicle for your charitable needs To accomplish this, I work with a team of professionals including your CPA, insurance agent and attorney to help maximize the probabilities of reaching all of your goals. I want to provide you with exceptional advice that helps you make smart decisions around your money to maximize the probabilities of achieving all that is important to you. My goal is to provide extraordinary value to you and your family. Please contact me by e-mail at [email protected] *Wells Fargo Advisors is not a legal or tax advisor. This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, IN, MA, MI, NC, NJ, NY, PA, RI, TN, TX, UT, VT, and WA only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social