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Our Company

At Custom Wealth Management LLC we strive to help create financial stability and security to work toward financial independence in a customized manner for each of our clients.  It is for this reason that in January 2009, Custom Wealth Management LLC chose to partner with LPL Financial as their Broker/Dealer.  LPL is one of the nation's leading financial services company and a publicly traded company under ticker symbol LPLA.  Supporting more than 17,000 financial professionals, they enable Custom Wealth Management to focus on our clients by reducing the complexity of running our practice, and they support our business by offering integrated technology, comprehensive clearing and compliance services, practice management programs and training and independent research.

My Commitment

As your Financial Advisor, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. I am knowledgeable, but you will also discover that I truly care about helping you make your dreams a reality.

Our Company Principles

As President and Branch Manager, Custom Wealth Management LLC is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (847) 573-1766.