GETTING TO KNOW YOU
As a local financial advisor based in both Maine and Montana, I work with clients who value a straightforward approach to investing. Whether we’re meeting in person or connecting by video call, I start by getting to know you—your goals, your comfort with risk, and the life you want to build. From there, we decide together on the right mix of stocks and bonds so your portfolio feels like a good fit.
CONSTRUCTING YOUR PORTFOLIO
I’ll then build your portfolio using ETFs, balancing both the stock (equity) and bond (fixed income) sides to match your plan. I keep a close watch on the bigger picture—economic cycles, market shifts, and long-term trends—and we’ll review your progress together, either through sit-downs or virtual financial planning sessions. No matter where you live, I can serve as your remote financial advisor, keeping you updated, rebalancing when needed, and making sure your portfolio always aligns with your age, goals, and life circumstances.
To learn more about me – read My Professional Profile – here.
DISCLAIMER
The content is developed from sources believed to be providing accurate information. This material should not be interpreted as specific tax or investment advice, and it is recommended to consult a tax/investment professional before making any changes to your financial plan. Advisory services offered through WealthShield Partners, LLC (“WSP”), an investment adviser registered with the SEC, DBA Harborview Advisors. Registration does not imply a certain level of skill or training. More information about WSP can be found in Form ADV Part 2/Form CRS which are available upon request.