We All Want To Feel Secure
If you are looking for responsive and personalized service for your wealth management needs, you’ve come to the right place. I can help you feel secure in your plans for now, and into the future.
How I Can Help
Portfolio Design
Using established portfolio construction strategies, I can help you effectively manage investment risk according to your own goals.
Personalized Service
Looking for someone to take the uncertainty out of managing your money? I can help you simplify your affairs, and develop a plan that you can understand, and works for you.
Estate Planning
When deciding to pass your wealth on to the next generation, a little planning can save you a lot of money. I can help.
About 1930 Wealth Management
Warren Buffett was born in 1930. Qualities that have made him globally recognized as a successful investor include discipline, patience, and a long-term perspective for investing. These are the hallmarks we share at 1930 Wealth Management.
Mission.
Our mission is to help our clients feel secure in their finances by providing custom-designed portfolio solutions that are tailored to their specific goals.
Vision.
Our vision is to be recognized as Kingston’s leading money management firm.
Clients We Worked With
Why Choose Me?
1930 Wealth Management is the right place for your business. As a Certified Financial Planner with over 25 years of financial industry experience, I have the expertise and knowledge to offer you quality advice and responsive service. Centrally located in Kingston ON, booking a meeting at your convenience by phone, video, in-home, or in-office is as easy as picking up the phone or sending me a note.
With me you’ll feel heard. I listen to your requirements and then help select the right solution that fits your situation. I take a sincere interest in your well being, and genuinely want to help you reach your financial goals.
Money on your mind?
In an industry full of confusing jargon, I can help you make sense of it all. Let's talk.
Together we can build peace of mind.
When working with me, you aren’t managing your finances alone. I have your back, and put in my best to contribute to your peace of mind. So, if you are looking for the right person that’ll help you make sense of your financial affairs, I’m right here!
Service Oriented, with Innovative Ideas
I love what I do, and therefore take pride in providing the best possible ideas to help you achieve success. I am a trusted partner you can count on.
