Patrick follows a client-centered approach to portfolio building and wealth management. By structuring the planning process around the personal financial goals of each client, Patrick makes financial decisions simple and renews clients confidence in their ability to achieve financial independence and live the life they want to live.

Patrick works best with clients who view wealth as a tool with which to secure a high quality of life for themselves and their families. These clients value the help of a trusted professional, and are looking to work with a financial expert who can guide them through long-term planning and handle day-to-day financial decisions.

For these clients, Patrick’s highly personal, structured approach eliminates hassles and allows them to enjoy life without financial worry.