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 decision 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.