The Wealth Practice

I have been working with Ian for almost two years. I have an MBA and background in trading but Ians vast understanding of the market and different industries have been extraordinarily helpful. A huge help is his understanding of tax incentives and strategies that allow me to retain much more of my income. Working with Ian has been a no brainer with a clear return and I appreciate the massive amount of financial pressure/stress that has been relieved.
May 1st, 2023

Ian has been wonderful to work with. He has helped navigate both me and my wife through the financial growing pains and hurdles of both our personal lives and careers. He has been incredibly personable and helpful since I very first met him and began to work with him!
Apr 16th, 2023

Ian has worked with me for two years now as my financial advisor. I HIGHLY recommend his services. Ian has helped me accomplish short term financial goals and establish plans for long term as well. Hes very knowledgeable of his trade. Hes extremely personable. His work ethic is strong. Im very pleased with the progress weve made in the time Ive worked with him. If youre looking for financial services, look no further. Ian will help you plan a path, and the results will speak for themselves!
Apr 10th, 2023