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My Integrity-Based Values

You had a successful career, raised a family, and cared for your aging parents. As someone who worked hard your entire life, you deserve to enjoy the retirement of your dreams. You’ve earned this next phase of life, or what I like to call - your second childhood.

As a values-based financial planning firm, my values aren’t just important to me - they are everything. My values and principles guide every piece of advice I give, and every strategy I design. At Chadwick Bay Investments, I value:

  • Objectivity
  • Independence
  • Integrity
  • Honesty
  • Relationships
  • Kindness
  • Empathy

As your advisor, I am committed to upholding these core values, and to providing the best service possible on your journey toward retirement. Nothing is more rewarding than being able to celebrate with a client after their retirement plan is successfully implemented. The individuals I serve become family to me. Your victories become my victories, and your happiness becomes my happiness. I am dedicated to providing service and support designed to not only uphold my firm’s values, but position my clients for future financial success.