Welcome

I founded Integrated Wealth Strategies, LLC to provide tailored objective Financial Planning, Investment Advisory and Retirement Planning advice and guidance to individuals. Using over 22 years of tax, corporate finance and investment management experience, my goal is to help you navigate through the complex maze you face in today's financial services marketplace.

My mission is best explained by the late Sir Henry Royce, co-founder of the Rolls Royce Motor Company. "Take the best that exists and make it better. If it doesn't exist, create it. Accept nothing nearly right or good enough."

The financial services industry is filled with "conventional wisdoms"; ideas so ingrained in our culture that no one questions them. Unfortunately, conventional wisdom is often wrong. By challenging and exposing conventional wisdom, I help clients think differently about their investment planning. Not everyone in the financial services industry is in a position to step back from the fray and ask "What does the client need, what does the client want?" Instead, they ask "What can we sell the client, how much of it will they buy and how much profit will it generate?"

I worked at investment management firms that catered to high net worth individual clients, and I have taken the best ideas and strategies that these firms offered and have added unique tools and concepts to create an unmatched client wealth management experience. Critical, independent thinking is not just a slogan; it's been my philosophy for years. It comes from my personality trait of not buying what others tell me hook, line and sinker. Or maybe it's my CPA training. Critically evaluating your financial position or investment profile and independently recommending solutions that you can understand and say "that makes sense" is my primary goal.