Ed has been working in the financial services industry for more than 30 years. For the vast majority of that time, he has focused on advising high net worth individuals and families in areas such as investment allocation, retirement planning, maximizing after-tax returns, income tax and estate planning, charitable giving strategies, inter-generational wealth transfers and more. Ed works seamlessly with his clients’ tax advisors and estate planning attorneys. Ed’s clients include professionals, executives, business owners, family offices and retirees.