Affirm Wealth Advisors

As a Private Wealth Advisor, I help individuals and families align their financial strategies with what matters most to them. My mission is to connect deeply with clients, understand their values and goals, and engage in a collaborative planning process that brings clarity, confidence, and peace of mind—empowering them to live with purpose.

I offer a comprehensive suite of services, including:
• Personalized Financial Planning
• Investment Management and Portfolio Design
• Retirement Income Strategies
• Tax-Efficient Wealth Strategies
• Estate and Legacy Planning
• Risk Management and Insurance Solutions
• Charitable Giving and Philanthropic Planning
• Business Succession and Executive Compensation Planning

Through thoughtful guidance and long-term partnership, I help clients make informed decisions that support their financial well-being and life goals.