Wealth is about more than investing - it's about all aspects of your financial well-being which brings you peace of mind.
My team offers a personalized approach to managing your wealth by creating strategies to meet your short term and long term needs. We discuss your values, dreams and goals which guide us to understanding your financial needs. Creating a personalized financial plan will help simplify your entire financial life, guide you through stressful financial events, build strategies to be tax efficient and learn about all your options so you can make informed decisions.
Whether you’re planning for retirement, require complex tax, estate, or business advice, we will provide clarity and peace of mind, so you and your loved ones can enjoy life to the fullest.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
A weekly synopsis of market themes and trendsLISTEN NOW