As a Wealth Advisor, John is passionate about providing comprehensive wealth management strategies for high and ultra-high net worth individuals, families and business owners tailored to their specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, Wealth Planning and Business & Practice Owner Services. John takes the time to understand his clients’ unique needs, and he directs teams of specialists — often working closely with other client advisors, such as attorneys and accountants —to provide services that help clients work toward their goals while seeking to build and preserve wealth.