Wealth and Real Estate
Financial success is a path to exceptional quality of life. How we relate to our money and what we “do” with it is just as important as how much we have.
Real estate – whether for shelter, long-term wealth creation, or turnkey income-producing investment – should be part of every portfolio. And a loyal Realtor should be part of every client’s circle of professional allies.
As a vital member of a savvy client’s team of advocates, I help with proactive planning as well as crisis mitigation. Knowing you have a trustworthy Realtor makes all the difference.
Liquidity Events and Preservation of Assets
Customer care, blended with detailed analysis, can ease the worries that accompany life changes such as death or divorce. I collaborate with my clients’ CPAs, estate attorneys, wealth managers and others to forge integrated, holistic solutions that preserve both wealth and peace of mind.
Client-centric Focus for Building Wealth
Attention to details
Local and global connections that make a difference