Meet Rob

As an advisor in the financial services industry for over 18 years, I have always been driven and guided by a fundamental philosophy; that complicated things need to be broken down into clear understandable pieces to be truly understood.  This world view is much less of an active strategy than it is a by-product of who and what I am.  I have always been fascinated with how intricate things work and for my own sense of understanding and others around me, relished and even excelled at breaking them down into segments to be more easily understood.  In my role as the owner and Principal of Wealth Harmonics, a Registered Investment Advisor, I have applied that same idealogy to investments and strategic retirement planning.  The vast array of innovative financial products available to the investing public has never been greater, and yet simultaneously, the confusion and often paralysis resulting from the choice has also never been greater.  At Wealth Harmonics, we do not sit across the table from our clients, we sit on the same side of the table with our clients and make the complicated issues more simple!