Wealth Advice That Unlocks Your Life Vision

We’ll get to know what matters to You.
From here, we will customize a financial plan designed to sustain your way of life and achieve the aspirations you have for yourself and your loved ones.

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Our Story

From equity research to private client portfolio management to serving as chief investment officer, my 30 years in financial services has given me a depth and breadth of experience. My longtime desire to provide comprehensive wealth planning to a limited number of clients led me to establish Narrow Gate Wealth Management in 2022.

Why Narrow Gate? Because we limit the number of clients for whom each advisor is responsible – our “gate” is truly “narrow.” This enables us to focus on strengthening existing client relationships rather than continually seeking to grow our client base.

Our Services

Narrow Gate is powered by Mariner. Mariner gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. Mariner also provides Narrow Gate with technology, compliance, and operational support. This support frees our team to spend more time building long-term relationships with our clients and less time on day-to-day operations.

Investment Management

We will get to know you, your investment goals, tolerance for risk and time frame. We will take a proactive approach to diversifying your portfolio across asset classes including cash, fixed income and equities.

Financial Planning

We will partner with you to develop a customized financial plan that works for you now and over the long-term. Whether it’s planning for retirement, saving for a child’s education or making charitable contributions, we will get to know you and your goals, then build a plan to help you reach them.

Family Wealth Management

We help clients and their families understand the importance of proper wealth management and inheritance planning, as well as the importance of educating future generations on the responsible use of wealth.

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