Blog — Context Wealth Blog
twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause Home Team Client Letters Giving Back Connect Blog Client Access Schedule a Meeting Pause Video Plan. Grow. Protect. We help our clients plan, grow, and protect their wealth...in the context of what is important to you. What many people don’t expect when they work with us — we’re human too. We’ve all made our fair share of mistakes in this world; many of these mistakes h
Our hope for every one of our clients is that after each meeting, you’ll feel more confident and rest assured that your money is here to be an engine of opportunity.
I am fond of saying that I rarely do something for only one reason. My decision to change careers and become a financial advisor is no exception. After 15 years in the tech world, I recognized that my tech career path was not fulfilling in the way I wanted it to be. Through long soul-searching conversations with my wife, colleagues, and friends, I inherently knew that any change would have to live up to three standards: value, meaning, relevance.
Blog — Context Wealth Blog