Steven is a dedicated family wealth strategist. He provides trust, confidence, and peace of mind in his clients’ financial life. Steven has over thirteen years of experience in the financial services industry. He brings the expertise of many to the service of one.
Steven has a very distinctive investment philosophy, which is to build portfolios focused on producing dividends. He believes dividends are a sign or measure of an investment’s health. A dividend is like running a financial race but with a head start. It may enhance a return when the market is rising, could create a return when the market is flat, and could mitigate a return when the market is declining. Ask him how this may help you achieve your financial goals and objectives when you can.