I always say my head is for numbers but my heart is for the arts.
By day, I help clients realize their personal, professional, and philanthropic goals through holistic financial planning using some of the best experts in the country. By night, I am an occasional tenor, financial educator, and advocate for the seat at the table that arts/culture has in our City.
When we talk to clients, we hear a lot of the same questions/concerns:
❓ Artists and arts executives want to know how to invest for their future, often without access to workplace pensions.
❓ Donors want to know how to prioritize their charitable goals while managing their personal wealth against an increasingly unsure economic climate.
❓ Families want to know how to foster deeper conversations about money, creating a legacy of giving, and the things we don't talk about (but need to) about planning for the next generation.
Arts advocates, executives, and families have chosen to work with us not just because we "walk the walk" in our community, but also because we've proven successful with our unique approach to financial planning.
Are you looking to expand your financial plan into a truly holistic one that encapsulates everything that's important to you? Give us a call or book a meeting, I'd love to chat.
You deserve s’more from a financial plan
Not getting the financial advice you need? You definitely deserve s’more. A real financial plan from IG Wealth Management is more than investments. IG also helps with tax strategies, mortgages, retirement, estate planning, insurance.
Retirement for today's changing world: Exposing the top 5 myths of retirement planningWATCH NOW