It's your money... and your peace of mind. I understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. I understand that too. I know that your financial objectives are very personal, so I will help you make the most of your investments to achieve your goals and secure the future you dream of.

I take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and I am here to help you do that. I embrace investor education because it enables me to build strong relationships with my clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. I know I must do right by my clients the first time, and I strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. I'll do the same for you.

And I will work hard to earn your trust. I carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact me for assistance with any financial questions.

Dealer

Mutual Funds Provided Through FundEX Investments Inc.

Retirement

latest news

Mon, 10/12/2020 - 06:00
The focus here is on you as an investor! What do you bring to the table in terms of investment experience and personal temperament (emotions) that impacts your investment returns and satisfaction while building your nest egg? October is a seasonal time of the year when investment markets often... Read more
Mon, 10/12/2020 - 05:30
When their investment savings plummeted in the 2001 stock market crash, Adam and Sonya were concerned, but not panicked. Retirement was a long way out, so they had plenty of time to recover. The couple decided to try their hand at 'timing the market' (buying and selling stocks based on expected... Read more
Mon, 10/12/2020 - 05:00
Recently retired Ross and Penny have an estate planning challenge. They've accumulated a comfortable net worth, with a good portion of it in liquid investments. They plan to leave everything to their three adult children, but they also want to help them financially right now. The problem is that... Read more

Happy Clients

Please review our testimonials from our satisfied clients!

  • Thank you for your season’s greetings and annual assessment of the state of affairs. I wish you a wonderful holiday season too and that 2020 will start a decade of good health and happiness for you and your family. May it be a decade of a shift towards goodwill and not just monetary profit that defines success. I agree technology will continue to play a significant role, may it be for the common good. I appreciate your continued good service, always there to take my call and consider my comments. I know I’m a tiny player but you’ve never treated me with anything but respect and consideration. Thank you.

  • Keith Wong has advised me in choosing my insurance and investment needs since 1980. I have learned to trust his advice in these matters and in spite of the recent fluctuations in the financial world, I have done well. I have not become extremely wealthy but I have not lost either. My investments have consistently shown a gain at the bottom line, where it counts. I do recommend him as a trustworthy advisory.

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