Eric believes in a client-centered approach to planning and investing.
He was drawn to Presidential Brokerage because of their strong
focus on their clients’ individual financial goals.
Eric recognizes that each family has unique circumstances, goals,
and dreams that should be addressed when discussing their finances.
He knows that understanding those needs requires open
communication and sound relationships.
Eric views investments as tools in a toolbox, each with a specific
application and purpose.
Just as we match the tools we use to the task at hand, investment
strategies should suit each client’s various needs and goals.
He shuns the “cookie-cutter” one-size-fits-all approach to
financial planning in favor of customized and diversified approaches
unique to each of his clients.
Eric takes pride in the large “toolbox” available to his clients,
including both traditional and alternative investment vehicles as well
as tax management and estate planning strategies.
Presidential Brokerage’s status as an independent firm allows him
to pick from a wide selection of products from many different companies;
he is working continually to keep himself up-to-date on the best tools
to suit his clients’ needs.