A Tailored Plan

High quality, personalized service is the fundamental principle that drives everything we do. Therefore, our practice is limited to a select number of clients and their families, so we may deliver the dedicated time, attention and service they each deserve. You’ll find that whatever your goals are, we are committed to the following core tenets:
  • EXPERIENCE: Our team offers wisdom gained from decades of collective experience working with affluent families to help them solve problems. We focus on helping people whose lives are in transition; specifically, individuals retiring, business owners expanding or selling their business, as well as those managing a life-changing event like marriage, an inheritance, loss of a spouse or a divorce.
Services Include
  • Retirement Planning1
  • Wealth Management2
  • Corporate Retirement Plans3
  • Alternative Investments4
  • Annuities5
  • Asset Management6
  • Cash Management7
  • Divorce Financial Analysis8
  • Estate Planning Strategies9
  • Financial Planning10
  • Lending Products
  • Life Insurance11
  • LGBT Planning Services
  • Long Term Care Insurance12
  • Planning for Individuals with Special Needs13
  • Sustainable Investing14
  • 401(k) Rollovers
Securities Agent: MD, VA, TX, SC, PA, OH, NY, NJ, NC, MS, MA, LA, GA, FL, DC, CT, CO, CA; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1388013
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

My Clients

We work with clients around the country including successful individuals and families, real estate professionals and small business owners, family foundations, trusts and estates.

Our clients are engaged, well-informed people who want to spend time participating in their work, with their families, and in their communities. It gives them great comfort knowing that we are with them through both the successes and challenges that life brings.

We believe that transparency and candid communication play a vital role in facilitating our most successful client relationships.

    Working With You

    We are committed to enhancing the quality of life for your family and future generations. We help to simplify the complex pieces of your financial lives and strive to reduce the stress associated with making important decisions.
    We believe wealth management should take into consideration your “real world,” everyday challenges. Our solutions-based methodology looks closely at your income, your spending habits, your liabilities and tax matters, as well as your planned giving strategies, your living trusts and your wealth transfer goals.

    The development of your customized wealth management plan sets in motion a series of  activities and systems designed to help ensure measurable performance and make any adjustments needed to accommodate any changing conditions or demands that may evolve over time.

    An Understanding of Your World
    We start by engaging in a series of conversations to fully understand your financial life, its history and your vision of the future.

    Our sole purpose is to take your goals and make them our mission. If it’s important to you, then it’s important to us. By clearly understanding your world, we can develop a course of action that aligns with your values and your vision.

    Selecting Investments, Measuring Progress
    Our recommendations are driven by your current and future goals, whether you need liquidity to meet ongoing expenses, growth to ensure your quality of life remains intact in retirement or legacy-planning strategies to ensure your assets passes to the people and organizations you care about most. 

    Whatever your life plan, we set in motion the actions to help take you there, while measuring outcomes each step of the way. Over time, we may suggest changes intended to ensure your strategy remains on track and is aligned your personal definition of financial success.

      Location

      2650 Quarry Lake Dr.
      Suite 200
      Baltimore, MD 21209
      US
      Direct:
      (410) 602-6449(410) 602-6449
      Toll-Free:
      (800) 368-2033(800) 368-2033
      Fax:
      (443) 874-1417(443) 874-1417

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Investing in Artificial Intelligence and Automation

      Investing in Artificial Intelligence and Automation

      AI is an exciting growth area, but the investing opportunities are not always obvious. Here’s how to integrate this theme into your portfolio.

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      Thinking About Your Legacy? Why You May Need a Trust

      Thinking About Your Legacy? Why You May Need a Trust

      You can’t take it with you, but through a trust, you can define how you want your life’s work and wealth to continue to benefit the people and causes you love and care for.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      Choosing an Environmental Charity

      Choosing an Environmental Charity

      There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      5Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      10Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      11Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      12Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      13Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      14The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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