I view client relationships as partnerships. In return I promise honesty, integrity and my full commitment. My goal is to create a unique and flexible wealth management strategy to support your immediate needs and long term goals. As a professional financial consultant, I focus on client’s specific needs and then translate their opportunities, goals and concerns into a dynamic plan. With over 15 years of experience I have developed skills to help clients understand their financial status and the impact of impending life transitions.
I bring order to your financial life by developing a strategy that you understand and ensures your best interest.
A real financial plan
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trends
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