What’s the best way for people to put their wealth in perspective?
It’s less important how much you have. What’s more important is how much you need to retire, to be comfortable. It is only after that exploration that we look at what is available to meet their needs. The process always starts with the individual.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work at Bernstein, I think I would have been an architect. I have always loved the idea of creating things of lasting value, and buildings seem just that to me. I have long felt that a well-designed financial plan accomplishes something similar. It too has lasting value.
What kind of experience do you offer to your clients?
I offer my clients perspective. The perspective that comes from being married nearly 38 years, from being a father to a wonderful son who is now a dad himself, and from moving and getting mortgages and insurance and all the things one encounters in adult life.