I joined Wealthcare in 2012 so that I could provide objective, goals-based planning to families. As a Wealthcare Advisor, I have the tools and the team to serve my clients with distinction and with integrity.
I am a graduate of Lehigh University (B.S. 1994), Cornell University (M.B.A. 1999) and the College for Financial Planning (2006).
I am a passionate fisherman, a wing shooter, and an occasional athlete. I am a frequent blood donor and a registered bone marrow donor. I spent my high school summers as the lowest man on a professional auto racing team. Working for Holbert Racing taught me lessons about people, teamwork, and attention to detail that I still carry with me today.
I live and work in East Dorset, Vermont, at the base of the Green Mountains and near my favorite trout stream. My wife Holly is a writer and designer in the field of health literacy. We have three young children. Their many talents include art, pet care, athletics, parental negotiation, and culinary evaluation.
I am currently a member of The Dorset School Board. I formerly served on the boards of the American Museum of Fly Fishing, United Counseling Services of Bennington County, and the East Dorset Fire District #1.
My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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Client Relationship Summary.
Established in 1999, Wealthcare Capital Management (Wealthcare) is a very different kind of a financial advisory firm. We pioneered a new way of providing financial life guidance, using Goals-Based Wealth Management. The cornerstone of our patented goals-based investing process is quite simply to help our clients, above all else, to make the most of their life.
We accomplish this by helping you understand and identify your most important life goals. And then we align your investments with those goals. Our process guides you through the myriad of changes in your life that will invariably require financial decisions. This is what we refer to as Financial Guidance for Life.
At Wealthcare, we measure our success in our clients’ fulfillment — one client at a time.
With our goals-driven investing approach, you will:
Wealthcare’s patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.
Our process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.
A conversation that helps you to visualize your most important life goals
Do you like to travel? How will you pay for your children’s education? What exactly does “comfortable” retirement look like to you? You’ll cover these topics — and more — during our initial conversation.
We’ll use this conversation as a launching pad for creating your financial life plan. My objective as your Wealthcare advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you define your life goals, and most importantly, will guide you toward achieving them.
But this is just a beginning. Wealthcare’s financial plan is not a “set it and forget it” tool. It’s a dynamic financial guidance system that evolves as your circumstances and financial markets change. I will continually monitor your plan against your changing life events and your investment portfolio, keeping the two in sync. Our software runs sophisticated market simulations, designed to monitor, measure and track your progress and report back to you with clarity.
You will have confidence in your financial life plan because I will be constantly performing analytics in an effort to ensure your success. At Wealthcare, we call this being in the Comfort Zone. The Comfort Zone measures the probability of reaching your financial goals. And it also alerts you if you veer off course.
This chart is for illustrative purposes only.
The Wealthcare process is YOU-driven, not market-driven. As your circumstances, goals and priorities change, I will work with you to make appropriate adjustments. Whatever life events come your way — from expanding your family to buying a vacation home — I will monitor and measure each event against its financial impact on your plan.
What if you could: Spend more. Save less. Retire earlier. Or take less investment risk?
With the Wealthcare advising process we can explore these possibilities. When your plan is inside the Comfort Zone, you can be confident you will arrive at your desired financial destination. Our singular purpose is to help you make the most of your life.
A conversation that helps you visualize your most important goals and helps your advisor create a life plan for achieving those goals.Learn More
Ready to start the conversation? Contact me at 802.353.6083 to schedule an appointment.