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Caring and Making a Difference

The Wealth Advisor for Women

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Dedicated & Kind

Trust. Honesty. Integrity. Values to live by every day.

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Independent & Objective

Strategies that are tailored to your needs and goals.

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Experienced & Resourceful

Years of experience to help guide you through your life transitions.

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Understanding Today's Financial Environment

Bill can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, his personalized service focuses your needs, wants and long-term goals.

With his years of experience in financial services, Bill can help you address your needs of today and for many years to come. Bill looks forward to working with you.

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Your Financial Future

Today’s economic environment presents many challenges.  But along with these challenges comes opportunities and potential rewards for those who can identify Long-term trends.

Whether you’re facing retirement – or looking to better understand certain investment ideas – Bill can help you address your most pressing financial questions.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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