Senior Wealth Advisor
A financial advisor in Stuart who takes time to understand the whole picture
I'm a Stuart-based financial advisor helping individuals and families with retirement, investments, workplace plans, tax-aware planning, and family priorities.
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I work with clients in Stuart, Palm City, Jensen Beach, Port St. Lucie, and nearby Treasure Coast communities. I also meet virtually with clients in other states where permitted.
My approach begins with a conversation about your life, the questions on your mind, and what you want your money to support. From there, we can build a plan and make each recommendation easier to understand.
Financial planning for life on the Treasure Coast
Many of the questions that bring people to an advisor are universal. When can I retire? What should I do with an old 401(k)? Does my investment strategy still fit? How should Social Security, a pension, and savings work together?
Living on the Treasure Coast can add local considerations. A move to Florida, housing and insurance costs, a business or career change, family in other states, or the need to establish relationships with local professionals can all shape the plan.
I help connect those circumstances to the financial decisions that follow. When legal or tax advice is needed, I can coordinate with the appropriate professionals.
How I help
Comprehensive financial planning. We'll bring cash
flow, savings, investments, retirement, protection, tax
considerations, and family priorities into
one ongoing plan.
Retirement planning and income. We'll look at
retirement timing, expected spending, Social Security,
pensions, withdrawals, investments, taxes, and the move
away from a regular paycheck.
401(k) and rollover decisions. I'll help you compare
the choices available after leaving an employer, including
plan features, investments, fees, services, tax
considerations, and protections.
Retirement tax planning. We'll consider how
withdrawals, Roth conversions, capital gains, charitable
giving, and legacy choices may affect taxes. Your CPA or
tax professional remains responsible for individualized
tax advice.
401(k) and rollover decisions. I'll help you compare
the choices available after leaving an employer, including
plan features, investments, fees, services, tax
considerations, and protections.
Family estate and legacy coordination. I'll help connect
account ownership, beneficiaries, and family priorities
with the estate documents and professionals involved
in your plan.
Investment management and second opinions. I build
or review portfolios around what the money needs to do.
A second opinion can help you understand what you own,
what it costs, and whether the strategy still fits your life.
Meet in Stuart or connect from wherever you are
We can meet in person when that is helpful or use virtual meetings when they fit more easily into your schedule. Both options allow us to keep the conversation personal and consistent.
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My office is located at 2081 SE Ocean Boulevard, Suite 315, Stuart, Florida 34996. Meetings are available by appointment.
What to expect from the first meeting
Our first meeting is a chance to get acquainted and talk about what brought you here. We'll discuss the questions you want help with and what you would value from an advisor relationship.
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Bring any statements or documents that are already easy to access. If we decide to continue, I'll explain what other information would be helpful and what the next steps would look like.