“I tend toward a DIY approach, so committing to an advisor was a big step. I have had zero regrets. Alex has become one of my most trusted thought partners. He brings a rare combination of expertise, collaboration and objectivity. Like all great advisors, he gives me new ideas to consider along with new ways to think about what I already knew. Ultimately time is our most precious resource and this has been one of the better time investments I've made in recent years.“
Financial Planners
Financial Planners
Financial Planners
“I tend toward a DIY approach, so committing to an advisor was a big step. I have had zero regrets. Alex has become one of my most trusted thought partners. He brings a rare combination of expertise, collaboration and objectivity. Like all great advisors, he gives me new ideas to consider along with new ways to think about what I already knew. Ultimately time is our most precious resource and this has been one of the better time investments I've made in recent years.“