What is the purpose of your wealth? The word “wealth” encompasses much more than financial investments. Wealth stewardship includes consciously preparing and planning around a shared vision and purpose, passing on your values to the next generation, building intellectual capacity, caring for your health, and having a social impact in a meaningful way. Along with investment management, stewardship of your wealth may include succession and estate planning, family governance, creating a learning continuum, preparing heirs and strategic philanthropy.
After many years as a portfolio manager with discretionary asset managers, my thought process through insight, education and thought leadership, shifted away from linear thinking and selling proprietary product to providing a holistic, proactive and collaborative approach to wealth stewardship. I enjoy building deep trusted relationships with our clients, offering objective wealth solutions that do not include proprietary product and have complete transparency on all fees, and address the many other components of wealth including preparing the next generation and working closely with other trusted advisors.