About the MBKS Family Office
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Managing Principal | Senior Financial Advisor
My years of experience in the financial services industry has provided me with tremendous experiences in a wide array of markets and new paradigms. This experience has taught me the valued insight to managing risk in portfolios in order to work to optimize returns in uncertain times.
Partner Director | Senior Financial Advisor
My years in the financial services industry shaped me into an advisor who takes the time to listen, educate, and establish plans with my clients. I collaborate with clients to help achieve their goals.
Senior Financial Advisor
My focus is on providing guidance, planning and investment advisory services to successful professionals, their families, and their businesses to help them meet their financial goals. I listen to my clients to fully grasp their current situation and future objectives as well as potential concerns, and then create customized investment strategies designed to help them reach their financial and life goals.
What is a Family Office?
We believe family offices are private wealth management advisory practices that serve high-net-worth investors. We believe we are different from traditional wealth management practices in that we offer a total strategy to managing the financial and investment side of an affluent individual or family in and independent fashion.
Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Help managing assets before and during retirement.
Developing tax-efficient investment strategies by looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning Strategies
Working with estate-planning and trust specialists available through Wells Fargo Advisors Financial Network and its affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, and reduce potential exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Recommending investment and accumulation strategies to help you pay for your children's education.
Reviewing existing insurance policies. Finding the best policy for your situation.
Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.