Broker Check

Providing the Help & Guidance You Seek

At Chadwick Bay Investments, I excel at helping you plan for the future. My independent firm offers:

  • Financial Planning
  • Retirement Planning
  • Investment Management

Each of the three services I provide include integrated tasks aimed at helping you achieve your goals. I take a holistic approach, looking at the “big picture” of your yesterday, your today, and what you envision for your tomorrow. With each step of the journey, we will focus on YOUR goals, and tailor the plan to meet your changing needs. I will always strive to provide the education you need to make informed decisions with confidence.

Financial Planning: Whether you dream of vacationing for a month on Italy’s Amalfi Coast, or need to save for your child’s college tuition, financial planning is the best way to help you reach your goals. I will work with you to identify a realistic future, and develop a budget. Through guidance, advice, and trust, I will be by your side to help you make informed decisions and encourage you to stay on course.

Retirement Planning: Ready or not, here it comes. Whether you are in your mid-forties, or are a year away from the average retirement age, it’s never too early - or late - to prepare for this important phase of life. I will work with you to identify your retirement goals, and strategize a plan designed to help you reach them. We’ll work together to put your ideas for retirement into one integrated package, and implement ongoing monitoring and discussions to ensure your plan stays on its intended track.

Investment Management: Your financial needs and goals are unique. I believe that your portfolio should follow suit. Regardless of your investment experience, I can help you create a portfolio that is aimed at your future goals, and accounts for your level of risk tolerance.

I thrive on helping my clients succeed in all areas of their personal finances. Give Chadwick Bay Investments a call today, and learn more about how I can help you better plan for your future financial security.