Wachovia Securities

Private Investment Management (PIM) Portfolio Manager

Welcome to my Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. As a portfolio manager, I serve clients primarily in the Beaufort, Bluffton, Hilton Head, and Savannah communities.  

 Our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

Investment planning is about more than numbers.  It's about the quality of life issues and managing wealth according to your values - and your risk tolerance.

Nobody understands your values and goals better than you do. Nobody! As a financial professional, I appreciate my client's individuality. I listen and learn about each clients unique needs and design a portfolio to help meet those needs. My clients each have different visions of the future. I consider it my job to provide fee based, personalized portfolio management and retirement and estate planning strategies, helping them to realize their unique vision without compromising their security. Many of our clients are using their investment funds to supplement their retirement. We counsel these clients on how to appropriately take their distributions.

We don't provide "cookie-cutter" solutions. Your personal goals and values are an intergral part of our process. We provide a well conceived customized strategy with two primary goals: help you build lifetime wealth, and leave a lasting legacy for the next generation.

We focus on acheiving results. Our clients receive periodic reports on their investment results, and we fine tune their portfolio during our periodic meetings.

We provide this website and it's contents to our clients and others who may have an interest in working with us.  Enjoy the content and give us a call or send us an email if you have any questions.

Fee-based accounts are not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wachovia Securities advisory disclosure document for a description of our services and information on all fees and expenses.

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

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