72 Wealth Management
“Inspired by the Rule of 72 investment formula, we chose to name our practice 72 Wealth Management. It speaks to the power of positive performance and the impact of compounding returns to build and sustain wealth. It defines who we are, how we work and it is what our clients have come to expect from each and every member of our team.”
Our obsession is helping clients realize their vision of success. What's yours?
The Power of Obsession
Our obsession is helping our clients identify their vision of success and delivering the results to help make it a reality. We recognize that each individual with whom we work has unique passions, experiences and circumstances. Our discovery process is powerful in its ability to understand what really drives the person beyond the numbers. Once a clear vision has been established, our highly customized wealth strategy ensures that the plan is locked in to help you realize your goals.
“My Dad knew I would work in the investment business from the time I was a teenager. I was relentless in uncovering what made the difference between those who achieved financial success and those who struggled. That passion has now given me the opportunity to help my clients and their families build and sustain wealth from generation to generation.”
"Our team has a steadfast commitment to our clients, and to the beliefs that define us."