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KNOWLEDGE I PERSEVERANCE I CREATIVITY

As an independent wealth manager in the financial industry, I have applied my unique blend of knowledge, perseverance and creativity, doing financial planning and managing risk to preserve capital, grow wealth and ensure a rewarding retirement for my clients. I service my clients who are C-suite executives, business owners and professionals by providing expert, unbiased, independent advice based on my extensive experience and unusual blend of skills and credentials. 

When you are not sure how to proceed in the current market conditions, with the excessive volatility, mixture of uncertainty and conflicting political situations - you could benefit fro...

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