The advisor listed is an Ameriprise financial advisor in Palm Beach Gardens. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. My team and I work with a select group of families and businesses to help them manage and coordinate their financial affairs. I pay special attention to all aspects of your familys financial matters to ensure they are coordinated and working in harmony. I will work with you to understand what is important and unique to your situation and provide a path connecting your values and goals to your wealth. It is more than just numbers; it is about translating your vision and dreams into a plan with a purpose. I strive to be a resource to guide families towards pursuing their financial objectives with transparent and disciplined wealth management strategies. We encourage and welcome you to connect with us if: - You are seeking a holistic and thoughtful financial planning team for your family - You have recently had a life event that impacts your financial goals - You want to ensure that you assets are employed in a tax efficient manner and will transfer to the people and institutions you care about while managing the tax burden. - You are changing employers, starting a newcareer, or looking to take a company sponsored buy-out for early retirement - You need an informed second opinion on your current investment management process to determine if your lifetime goals and risk profile are aligned..................