Financial advisor since 1994 and formerly CEO and Founder of Legacy Wealth Partners, an independent fee-based Registered Investment Advisor. I work with affluent individual clients in managing and coordinating all aspects of their financial needs including: tax planning, estate planning, portfolio ...more

Financial advisor since 1994 and formerly CEO and Founder of Legacy Wealth Partners, an independent fee-based Registered Investment Advisor. I work with affluent individual clients in managing and coordinating all aspects of their financial needs including: tax planning, estate planning, portfolio management, retirement planning, and risk management through a cohesive and holistic wealth planning approach. In addition, I assist business and institutional clients with portfolio management needs. People often find us when their financial resources collide with complexity in their lives. They are often successful business owners or top corporate executives with busy lives. Our focus in working with each client is to help empower them to live the lifestyle they envision while reducing stress, and increasing financial confidence. Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov. What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.less