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Building Wealth
for Main Street

Common sense solutions for your unique needs

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Your best interests are front and center

When you work with me, it's all about you. Here's what to expect:

  • A plan tailored to your goals

  • Fee-only advisor – no commissions

  • Held to a fiduciary standard

Learn more about what it means to work with Main Street Wealth Management.

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Services to support your unique needs

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Investment & portfolio management

A carefully constructed, well managed portfolio is at the core of every successful wealth management plan. Selecting and maintaining the right combination of investments requires discipline and expertise.

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Comprehensive financial planning

Imagine your future life and what it takes to get there. How much money will you need, when, and how do you spend it? Together, we will create a strategic financial plan to help you meet your goals.

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Life event financial planning

Life is full of surprises. A new child, an early retirement, career change, divorce, or the passing of a loved one all pose unique financial challenges. I can help you navigate those challenges.

 

...and more. 

I offer various specialized services as well as hourly consulting. Click below to learn more about how I can help you, or schedule a phone call to get started today.