Insightful
Dedication

Serving clients in highly personalized ways.

“Successful investing is about managing risk, not avoiding it.”

Benjamin Graham

Investor and researcher

That’s the power of the &: helping people achieve their goals & inspiring greater happiness.

From the initial meeting, individuals and families know I have their best interests at heart and will guide them with honesty and integrity.

Our Story

Wise financial guidance with a human touch.

Specialized Advice

Experiencing
Teagle Wealth

It’s an honor to be integrated into people’s lives and to be able to help enhance their capacity to realize their potential. I dedicate the necessary time and attention to understand their needs and goals, so I can build a customized plan suited to achieve their objectives.

Personalized Approach

I enjoy learning about people—what makes them tick, their likes and dislikes, what visions they have of the future, and what goals they want to achieve. Those insights inform the creation of a plan that is tailored to their life and lifestyle.

Targeted
Solutions

At &Partners, we have the freedom and flexibility to broaden our range of capabilities and investment solutions. Having access to a concierge investment team allows us to tailor investment strategies designed to meet your short- and long-term goals.

Care &
Understanding

Your goals are our mission, and your trust is our most valued asset. Our approach is characterized by empathy and care to help our clients understand that their best interests are always our priority.

Learn more about Teagle Wealth and our team.