Financial, Wealth & Retirement Planning for the High Income and High-Net-Worth Clients

When Professional Ethics, and Personal Attention Matter Most
That is what it’s all about at my practice.

This site is custom tailored for both existing and future clients (like you, perhaps) who want to know more about my practice and to possibly have another reliable resource for tracking your assets.

If wisdom could be found on the world wide web, I would be out of business. Therefore, I have provided the links, calculators, and articles on the following pages, all designed to give you the knowledge and understanding of the financial world needed to make informed decisions. In this way, we can work together to arrive at strategies to reach your financial aspirations.

As such, I am a financial planner who concentrates on total wealth management. You may ask, just what is total wealth management?

My answer is this: the delivery of comprehensive advice and planning services for high net worth families and trustees.

I help you by managing your risk, liabilities and assets through the accumulation, preservation and distribution phases of your life. What is more: I assist in positioning those assets to pass from one generation to the next. I believe it is a necessity, since it is evident that the variable demands of the financial markets heighten the need for ongoing evaluations by an objective, experienced and expert investment management consultant. As a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant, that is who I am.

But it doesn't end there. I will also assist you in developing realistic objectives, analyze compatible investment philosophies and compose a portfolio of the most promising investment strategy.

If all that seems exhausting to you, that is what I am here for.

When working with you, my goal is not to provide the greatest rate of return, the tightest budget, the cheapest insurance, and so on, but rather to aid you in reaching your financial goals in the most efficient, expeditious way possible. High returns are meaningless without the achievement of your financial goals.

If all of the above is what you are in the market for (so to speak) you might do well to take my advice.

All the best,
Daniel F. Yasharel, MSFS, CFP®, ChFC, RICP®, CAP, CLU, AEP