With almost 30 years of high net worth and private banking experience from multiple financial institutions, I offer a truly unique perspective of integrated wealth management. Guided by a 7-step ‘True Wealth Management’ process, my personalized advice goes beyond just financial planning; it’s a road map that evolves with you at every stage of your life and career.
With the client experience at the heart of everything I do, my personalized attention to detail is evident by my true passion for clients’ financial well-being and the 1-on-1 personal relationships I form with the families I serve.
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