Eric's expertise is in providing personalized and solid wealth management services such as investment counseling, financial planning, and retirement plan services to individuals, families, businesses, and foundations. A particular focus is on generating income for retirees, and keeping savers ...more

Eric's expertise is in providing personalized and solid wealth management services such as investment counseling, financial planning, and retirement plan services to individuals, families, businesses, and foundations. A particular focus is on generating income for retirees, and keeping savers on track to fund future goals. Eric serves clients as a fiduciary to educate and provide insightful advice and guidance on their entire financial needs. With extensive experience in helping individuals to protect and grow their assets, Eric can help you get started (or restarted) on your road to financial independence and saving for your retirement, children's tuition, or paying off your mortgage. Securing your financial health is similarly important as maintaining your personal health. Please contact Eric to get started, and to effect positive change in your life. Plan for your future; invest in what matters.less