Retirees or Seniors
Once you retire, it is more important than ever to protect your life savings and structure your investments to meet your retirement needs.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Also: AAPI, Black Americans, Business Owners, Executives, Latino, LGBTQ+, Philanthropists, Physicians & Healthcare, Pre-Retiree, Single Parent
Major Milestones I Specialize In
End of Life and Legacy Planning, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
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
My Process
At Waverly Advisors, serving others is at the heart of what we do. We bring together investment management, financial planning, tax strategy, and estate planning to help clients make thoughtful decisions with greater clarity and confidence. Every financial decision connects to something bigger: your family, your values, your responsibilities, and the life you want to build. That is why our work begins with understanding what matters most to you. Through personalized guidance and meaningful relationships, we help simplify the moving pieces of significant wealth so you can move forward with purpose.
Disclosures
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.