Organización/Lugar de trabajo

Ubicación

Ocupación

Sector

Finance / Banking / Insurance

Sitio web

Acerca de

As an independent RIA I enjoy using my knowledge of financial markets to help individuals and families grow their wealth. As fee-only advisors at Laurel Wealth, we are free to select and recommend investments solely based on the best interests of our clients. I’m part-coach and part-strategist but always on your side. My clients benefit from a goals-driven planning process that informs key asset allocation decisions. Once those decisions have been made, my job is to identify the most effective investment strategies for each asset class and I’m pleased to be able to harness the efficient and consistent, evidence-based portfolios from Dimensional Fund Advisors. My work with businesses has ...