Working with Nick

Your money, and making a plan for what it will do for you in the future, is important and deeply personal. If you're balancing a challenging career, family relationships, all while maintaining some kind of personal life, it might be nice to have qualified help on the finance stuff. One less thing to deal with. Right?

To make this difficult, many financial advisor websites are not very informative, at least for the big questions that might be on your mind:

"Will this be a waste of my time?"

"Can this guy be trusted with my financial info?"

"If we meet, and it's not a match, am I going to get sales calls for the next 3 years?"

The goal of my professional website is to answer those questions so you can judge if taking an introductory meeting will be worth it for you. And, out of respect for your time, I can promise that if you do send an email to express some interest or ask a question, there won't be a year of uninvited follow-ups.

Next: a sketch of my planning and investment process. How I can help clarify your financial picture, build an investment portfolio tailored to your goals, and leave you with more time to pursue your passion in life.

Questions? Check the FAQs or send an email. Contact info is in the footer of this page.

Portfolio Design & Investment Management

Helping to accomplish your investment goals and manage risk. Photo credit: Kenny Goldberg.

Access expert portfolio management to implement your financial plan.

You can focus on what matters most in your life while a trusted advisor works behind the scenes to keep your long term plan on track. Have expert, fiduciary guidance on-call, with services customized to your goals and objectives.

Portfolios are constructed of individual stocks plus low-cost ETFs and customized to each client's goals and objectives.

All investment decisions are made in-house to keep maximum accountability and an independent perspective. Emphasis on fundamental research, low overhead, and a transparent investment process intended to both grow and preserve your wealth.

Better processes get better results.

According to a study by Vanguard Asset Management, working with a good advisor adds about 3% annually to average investor returns over time, net of fees. (Learn more about the Vanguard "Advisor's Alpha" study here.)

Independence Matters.

We have no outside affiliations and accept no kickbacks or commissions from financial product companies. The only boss is you - the client - so you can trust that your interests come first.

Financial Planning Services

If your financial situation feels complex, an expert opinion can clear the fog and keep you on track.

Using the process set forth by the Certified Financial Planner Board of Standards, we will:

Gather relevant information to understand where you are now
Identify and help to prioritize your biggest goals
Analyze the information you provide, and then construct a financial plan, whether simple or complex
Lay out the steps to implement your plan, and then stay in touch to monitor over time and update as your situation changes.

I want you to have an effortless, enjoyable experience with your money. The planning process aims to handle most details in the background, so you can spend time enjoying your life without the burden of financial stress.

Have a comprehensive plan to keep your house in order and reduce financial stress.