Private One-on-One Consulting
High-End Financial Consulting for High-Net-Worth Individuals & Entrepreneurs
You’ve built wealth — now make it work for you. I help you structure investments, optimize portfolio management, and build a long-term financial strategy across asset allocation, tax efficiency, and private investment opportunities.
- CFA Charterholder
- Unbiased — No Product Sales
- Limited Clients Each Month
Trusted by investors and executives managing millions
CFA Charterholder and experienced financial expert.
Deep experience in portfolio management, risk strategies, and financial planning.
I provide advice — I don’t sell financial products.
Custom solutions for complex financial needs.
Hear It Directly From Me
A quick introduction to how I work with high-net-worth clients.
How I Help
Three core practice areas, tailored to your goals and risk tolerance.
Portfolio Management & Investment Strategy
- Develop personalized investment strategies based on your financial goals.
- Optimize asset allocation across equities, fixed income, alternatives, and private markets.
- Implement risk-adjusted investment approaches tailored to your risk tolerance.
Financial Planning & Wealth Optimization
- Structure long-term financial plans for wealth preservation and growth.
- Utilize tax-efficient investment strategies to maximize returns.
- Develop estate planning and succession strategies in collaboration with legal professionals.
High-Net-Worth Financial Advisory
- One-on-one strategic consulting (sessions or ongoing retainers).
- Exclusive access to market insights, portfolio stress testing, and risk optimization.
- Confidential, unbiased advice — not tied to banks or commission-based products.
Pricing & Engagement Options
Transparent engagement options — every engagement starts with the application below.
Wealth Strategy Sessions
For one-time deep dives: portfolio construction, risk analysis, and tax-efficient investment structuring.
Get StartedOngoing Financial Advisory
Structured, high-level financial consulting with a defined engagement — two meetings per quarter plus one-business-day email support.
Get StartedComprehensive Financial Blueprint
A custom investment roadmap, risk analysis, and five separate one-hour strategy sessions.
Get StartedHow It Works
A simple, confidential process from application to personalized plan.
Apply for a Strategy Session
Complete the short application below — limited spots are available each month.
I Assess Your Needs & Goals
I review your situation and tailor solutions for portfolio management, financial planning, and wealth structuring.
Receive Your Personalized Plan
Get a personalized financial plan or ongoing advisory, based on your engagement level.
Frequently Asked Questions
Are you a financial advisor?
No — I provide independent financial consulting. I don’t sell investment products or manage your money, which keeps my advice unbiased.
How are you different from a wealth manager?
Unlike traditional private banks and wealth managers, I offer conflict-free, high-level financial strategy without commission incentives. You get advice — not a sales pitch.
Who is this for?
High-net-worth individuals, entrepreneurs, and executives who want advanced financial planning and portfolio management expertise on their side.
Limited Availability — Work With Me
I take on a small number of high-net-worth clients at a time to ensure premium service. If you’re serious about optimizing your wealth strategy, apply below.
Apply for a Private Strategy Consultation
Please complete this brief application to see if we’re a good fit.
I personally review every application and reach out to schedule a call if we’re a good fit. Due to high demand, I can only accept a limited number of clients each month.
