Think Different Wealth Advisors LLC
At Think Different Wealth Advisors, I help clients on their journey to financial freedom, which means having the flexibility to live life to the fullest without having to worry about money. Specifically, I work with clients on achieving financial security through retirement planning, minimizing taxes through tax planning, maximizing value of their stock compensation, reaching specific goals such as buying a house and saving for their kids’ education, and securing peace of mind through proper insurance and estate planning.
With more than a decade of experience working at multiple hedge funds, I am ready to leverage my investment knowledge and deep research process to make your hard-earned money grow faster for you. We offer an active investment strategy inspired by Warren Buffett’s value investing approach that emphasizes long-term thinking and a contrarian mindset.
I am a fiduciary, fee-only advisor who believes in simple, transparent pricing. I am also different from other advisors in that I offer a white glove, high touch model. While other advisors may serve as many as 100 to 200 clients each, I intend to serve no more than 20 to 30 clients exceptionally well. Though I am currently accepting new clients, I anticipate closing my financial planning services to new clients in the next one to two years.
Please visit my website to see details on pricing and service offerings.
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