AnalyticEdge Finance
An Intelligent Approach to Your Best Financial Future
OUR SERVICES
Our approach is to provide a positive experience to taking control of one's wealth.
Behind every investment, every plan, any legacy, is an ally.
We are here to guide, give insight and prioritize your interests.
Leveraging the best complement of both financial fundamentals with industry leading management focus, we can find the answer that fits you and your family.
ESTATE AND WEALTH TRANSFER
Advice and planning to help leave a legacy to loved ones and family. Our services can help navigate the transition of your assets and estate. Avoid navigating financial hardships from probate and protect what belongs to you and your family.
INVESTMENT & PORTFOLIO MANAGEMENT
Personalized Portfolios designed for the right level of risk and return. Our research and analysis will find suitable investment assets that meet your financial goals.
LIFE & HEALTH INSURANCE & RISK MANAGEMENT
Insurance for inevitable risks should be aligned and structured to fit your needs. Our services can broker across multiple platforms to find the best policy available and customized for the right coverage.
RETIREMENT PLANNING
Planning early and compounding your growth is key. Our insights will show the impact of your goals and help align with what is most valuable to you.
TAX STRATEGIZING
Find the optimum plan to reduce your taxes. Each strategy employed is developed around events in our life. Discover how prudent asset management can limit taxation.
COMPREHENSIVE PLANNING
A comprehensive financial plan is specifically tailored for our clients to their life and is a objective illustration of ones goals and ability to have financial stability. Let us help you get there.
Your Financial Advisor
As a former Vice President of Business Intelligence at Goldman Sachs and an associate of United Capital Financial Advisors, I bring a wealth of experience and a strong passion for financial education and planning. With nearly 12 years of experience assisting esteemed wealth advisors and prestigious managers, I have decided that my greatest impact can be made by independently serving clients.
Leveraging my extensive network and rich history in finance, I strive to offer my clients comprehensive services that go beyond mere numbers in a report. I pledge to provide top-notch diligence, care, and sensitivity, drawing from the expertise I gained working with industry-leading managers.
I take immense pride in my accomplishments prior to going independent. The skills and insights imparted by my previous managers are deeply ingrained in me, and I am committed to delivering the best experience and insight to my clients. Our clients will benefit from personalized strategies and financial plans, along with access to professional money managers.
I look forward to partnering with individuals and families to identify what is most meaningful to them, ensuring their wealth is protected, preserved, and passed on.
GET IN TOUCH
Let us know where we can help
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