Where you are today is the result of purposeful choices and courageous decisions. Now it's time to build your success into a legacy that lasts generations. As a Private Wealth Advisor, I draw upon the firm's global experience to help meet your sophisticated needs. My role is to be a catalyst for helping you achieve your aspirations as well as all that you hope your wealth can accomplish. Talk to me about how I can help you build the legacy that lasts for generations, perhaps centuries.
Investor optimism is up, a new presidential administration is in place and the Dow has passed 20,000. What can investors expect moving forward, and how should you position your portfolio? (Filmed on January 30, 2017).