We have gotten quite a few emails asking when my partners and I are coming to (your town). We keep hearing asset management horror stories from all too many people who have been mangled by their brokers and/or financial advisers. The carnage is shocking.
We are heading out West to meet with some current and potential clients. We still have a few slots left If any one wants a review of their portfolio, along with a discussion about our asset management approach, you can email myself and Joe Fitzgerald, who is one of our managing directors.
We still one last opening in San Jose on the morning of 3/30, and in the L.A. area, the only days left are April 2 and 3rd.
All information will be kept confidential.
We also offer inter-generational wealth transfers, estate planning (including family and charitable trusts), blah blah blah.