Stockade Wealth Management

🎯 It is a competitive world, and there are many choices when it comes to financial advisors. Most are competent. Many are credentialed. A fair number are independent. But a lot of them look the same on paper. ⭐CREDENTIALS My training as a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent means I am equipped to give clients an elevated experience most advisors cannot. Many financial advisors refer out tax questions. The EA credential means I engage with the tax complexity of your situation directly — your investments, your equity comp, your retirement income — all through a tax-informed lens. ⭐EXPERIENCE Nearly two decades helping professionals and families navigate complex financial decisions — from equity compensation and retirement transitions to estate planning and multigenerational wealth. I have seen what works, what does not, and what people get wrong at the most critical moments. ⭐INDEPENDENT Stockade Wealth Management is a registered investment adviser. I am not affiliated with a wirehouse, a broker-dealer, or a product manufacturer. I am not managed by a regional director with a product quota or a sales target. I am a fiduciary — legally and ethically bound to always put your interests first. That means my interest and your interest point in exactly the same direction. ⭐SPECIALIST I focus specifically on pre-retirees with equity compensation, professionals navigating the transition to retirement, and families navigating complex family dynamics and coordinating wealth across generations — because these clients have needs that a generalist advisor typically isn't built to handle. I view each client as a member of my extended family ❤️ and I care deeply about their financial well-being. By focusing on what is within their control and managing the complexity of their financial life, I take that burden off their shoulders — so they can spend more time doing what they enjoy most. ✈️🏖️ ✔️That is my mission. 👉 If any of this sounds like where you are, I would welcome the conversation. 📩email me, or visit stockadewealth.com to learn more. Investment advice offered through Stockade Wealth Management, a Registered Investment Advisor.