Like any good coach, TJ knows that every player - every client - needs to be coached differently.
As a private wealth advisor, TJ specializes in helping high net worth individuals, families and business owners accumulate and protect their wealth today and for generations to come. TJ’s mission is to develop long-standing relationships with his clients and serve as a valued advisor as they pursue life’s goals, dreams and wishes.
TJ’s comprehensive approach to wealth management begins by getting to know his clients, their family, financial situation and what’s most important to them. He then draws on his years of experience to create a customized financial plan that strives to address their individual needs, objectives, time horizon and tolerance for risk.
TJ aims to be there every step of the way as needs change and market conditions fluctuate.
Whether you are a business owner looking for ways to improve your employee's retirement plan, a busy executive in need of tailor-made financial advice, or nearing retirement and looking to maximize income in retirement, TJ has the ability to communicate with clients in a way that makes sense to them. Serving as a fiduciary to his advisory clients, it is TJ’s legal duty to act in his clients’ best interest while maintaining full transparency throughout the financial planning process. Services include:
> Wealth Management
> Business Continuity/Exit Planning
> Generational Wealth Planning
> Charitable Giving
> Retirement Planning
> Legacy Planning
> Estate Planning
> Investment Strategies
TJ graduated from Christopher Newport University with a bachelor’s degree in Political Science and minors in Business and National Security. TJ is an active member of the community, particularly in youth sports. He coaches varsity baseball at Cox High School and is on the Great Neck Baseball League Board of Directors. TJ currently serves as the president of his condo association, helping homeowners acclimate to their new community and he also participates in the Christopher Newport Alumni Association. TJ also has the Eagle Scout award from the Boy Scouts of America. Aside from baseball, he enjoys other sports such as basketball, football, and golf. Other passions include food, traveling, lifting weights, and spending time with family and friends.
On the field, he’s a role model. Off the field, he’s a devoted financial advocate for you, your family, and your legacy.