Steady Guidance for Every Season of Your Wealth

At First Street Wealth Management, I work with individuals and families who value clarity over noise and long-term thinking over short-term trends. After more than 20 years in the financial services industry, I have learned that success is not about chasing headlines or trying to outsmart the market. It is about staying focused, diversified, and disciplined through every phase of the cycle.

I take the time to understand how investments are managed, how strategies behave in real-world conditions, and how they fit into your broader financial picture. I do the due diligence so you do not have to.

Whether the goal is growing wealth, creating reliable income, protecting what you’ve built, or transferring assets to the next generation, my role is to help you move forward with confidence and a plan you understand.

Operating independently through Cambridge allows me to offer a wider range of planning and investment solutions while maintaining the discipline and transparency my clients expect.