I am an investment advisor representative of Portfolio Medics, serving clients in Parma Heights and the surrounding communities and counties. My mission is to provide local families and businesses with innovative financial strategies, solutions and planning.
I offer our prospective clients an initial complimentary risk assessment where I provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. I look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.
As an investment advisor representative, I offer fee-only investment management services and customized advice to my clients.
Investment advisors are fiduciaries with an affirmative duty of ‘utmost good faith and full and fair disclosure of all material fact, as well as an affirmative obligation to employ reasonable care to avoid misleading’ clients.