Grow what
you own.

Portfolio management

Built around your goals — not a product menu.

Every plan starts with what you actually need the money to do: protect it, grow it, pass it down. From there, the allocation writes itself. Fee-conscious, evidence-based, and built to be held.

• Goal-first asset allocation across equities, fixed income, and alternatives.
• Tax-aware account structuring (taxable, IRA, Roth, trust).
• Rebalancing and risk-budgeting reviewed quarterly.
• Plain-English reporting — no jargon, no surprises.

Real estate

Investor-side, not agent-side.

Personal investor in residential and small-multi properties. I help clients underwrite deals, evaluate markets, and decide between cash flow vs. appreciation strategies — without selling them on a course.

• Deal underwriting and cash-flow modeling.
• Market and submarket scoring frameworks.
• Financing strategy — conventional, DSCR, creative.
• Hold vs. flip vs. BRRRR decision support.

Equities & long-term wealth

Boring on purpose.

Most of the work is removing mistakes, not adding alpha. Diversified core, satisfying-the-itch satellite, and a written investment policy you'll actually follow when the market gets ugly.