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Pure advice, ongoing investment management, simple fee structure. I provide financial calm in the midst of a sea of confusion.
AAPI, Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Philanthropists, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders, Working in Retirement
Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Disaster Recovery, Early Retirement or Financial Independence, End of Life and Legacy Planning, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance, Widowhood
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
With over 25 years of experience as a financial planner and investment manager, I've worked with clients with a wide variety of financial situations. I tend to focus on clients with some degree of complexity in their financial lives, such as concentrated stock positions, business or practice ownership, or corporate leaders. Artifex operates as a multi-family office, and provides comprehensive planning and advice to our clients, not just investment advice. We provide tax services, estate planning, insurance and risk planning, real estate and business advice, and business transition consulting. All of our services are provided on a fee-only basis, as either a percentage of assets managed or as a flat fee, depending on which method makes the most sense for the client.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.