My Services

Supported by the in-house expertise of B. Riley Wealth Management, along with direct access to the full scope of resources of the B. Riley Financial platform, I can address a broad range of financial needs for high net worth individuals, families, endowments, trusts, and businesses. 

Services for Individuals and Families 

  • Retirement income planning
  • Investment planning & coordination
  • Financial strategies
  • Risk management & insurance
  • Alternative investments
  • Managed investment portfolios
  • Corporate retirement plan advisory services
  • Trust account coordination*
  • Lending & liquidity resources*

Comprehensive Investment Strategies and Solutions for Businesses

  • Qualified plan and 401(k) advisory services
  • Corporate executive services
  • Investment management for non-profits and foundations
  • Corporate liquidity resources*
  • Private sale agreements for small private companies*
  • Directed share programs*
  • 144 and restricted stock transactions
  • Cash flow and liquidity*

       Click here to learn more about B. Riley Financial's investment banking expertise. 

 

*Offered through B. Riley Financial affiliates or third-party resources.