550 Kinderkamack Rd
Tributary Wealth Management Key points: I wanted to answer a few questions that I believe you may have:
My life and education provided me the foundation to build upon. My 8 years at Wells Fargo built upon these blocks and has given me the ability and the confidence to now stand alone, separate from the oversight of the bank.
Over the years, I have attained an Accredited Asset Management Specialist and Accredited Wealth Management Analyst certification, along with my Certificate of Financial Planning designation. These alone do not guarantee success in this industry, but I am proud to combine them with my personal traits that create a unique and unmatched client relationship.
I want my clients to consider me their personal CFO. I advise on all financial matters, and am only limited in scope by how broad you wish to utilize my services. There are many factors in your financial life, it is my job to make sense and structure of them so that you may focus on what is important in your world.
I try and make these complicated matters as simple as possible. Once our trust is built, we take steps to gather where you are, envision where you want to be, and create a bridge to get you there. In my practice, I not only build this bridge for you, but I will hold your hand as your cross it throughout the many stages of your life.
Directly, yes as we have been throughout our relationship. But I have made sure to surround myself with resources across all industries to assure that your specific needs are met. I work hand in hand with other senior advisors, lenders (both through banks and privately), Private Equity firms, and of course CPA’s and Attorneys.
All fees will be disclosed prior to any relationship Agreement. Typically, my fees are Asset based and they are charged base on a percentage of the assets you hold with me, on a monthly basis.
You will find that my fees are some of the lowest in the industry. That is not because I consider myself of lesser quality. Instead I look at it as an investment in our relationship. I am confident that we will work together for years to come, and so am happy to reduce fees and keep more money in your household.
As a CFP I am guided by the fiduciary standard and thus any conflicts of interest or interested parties would need to be disclosed prior to any confirmation.
No. See my record at brokercheck.com.
Your account would maintain is fiduciary relationship with another advisor from Key Client Fiduciary Advisors. This fiduciary will be legally bound to act in your best interest.