Our Team

At the Institute for Wealth Management, our entire team strives to deeply understand each of our client’s specific needs and work solely for their benefit. In doing so, we have shifted the paradigm of client engagement. We have developed an engaging process with the advisor and the client to where they can build proposals together – we have a proposal generation tool that allows the client and the advisor to answer questions together and say, “this is exactly what I’m looking for…” Allowing us to identify when there is too much risk, or too little risk; when they want more growth or when they want more protection. All of this allows us to dial in specifics “at the kitchen table” to identify together what is in the best interest of our clients.

Our clients expect us to perform well either most of the time or all of the time. To do that we need to have all of the appropriate solutions; whether you’re a conservative investor, aggressive investor, somebody looking for protection, somebody looking for income – we need to have the appropriate solutions and be able to advise our clients when we should rebalance those portfolios to meet the current market cycle.

Members of our team have managed pensions, endowments and some of the most cutting-edge portfolios in the market today. Our team has excelled in every corner of the financial and investment industries. The Institute is now bringing this exceptional caliber of high-powered expertise to individual investors who crave a new approach.

It’s our mission to beat the wave — to get ahead of the market and buy before investments “happen” in the eyes of the greater public.

We are excited to put our talent and experience to work for you.