Ron’s approach combines institutional rigor with a personal touch. You’ll learn how to reduce unnecessary fees, optimize your asset allocation, and protect your wealth with proven hedging techniques.

Whether you’re planning for retirement, preparing for a major liquidity event, or simply want to ensure your investments are working as hard as you are, this session delivers a clear roadmap—no jargon, no pressure, just real‑world strategies you can trust.

Ron has Been an Exceptional Advisor

“I initially reached out to Ron for bond exposure, but his comprehensive review led me to entrust him with my entire portfolio. His research‑driven guidance has delivered consistent growth—even in volatile markets.”

Sarah L.

Oxford Club Member

clear explanations and disciplined approach

“Ron’s clear explanations and disciplined approach make complex strategies feel accessible. His genuine care and tailored recommendations put my financial goals front and center.”

Michael K

Entrepreneur

Love Ron’s proactive management

“Balancing a growing business and family left me little time for markets. Ron’s proactive management has kept my investments on track and relieved so much stress.”

Jennifer T.

Small Business Owner

Ron answers my calls directly

“I appreciate Ron’s unwavering transparency and personal touch. He answers my calls directly, never pushes products, and treats my wealth as if it were his own.”

David R

Retiree

His custom plans Are a Perfect Fit

“Over more than ten years, Ron’s value‑focused strategies and risk management have consistently outperformed my expectations. His custom plans feel made just for me.”

Emily S

Physician

preserved my gains and peace of mind

“After a major business sale, I needed expert guidance on protecting my proceeds. Ron designed tax‑efficient structures and hedges that preserved my gains and peace of mind.”

Thomas B

Business Broker

Ron is always available for questions

“As an athlete managing variable income, I needed a flexible plan. Ron built a financial playbook that matches my career’s rhythm and is always available for questions.”

Alex M

College Athlete

He breaks down exactly what I own

“Ron’s fee‑only model ensures I never overpay for investments. He breaks down exactly what I own and why, empowering me to make confident, cost‑effective decisions.”

Karen P

Executive

helped me with emotional pitfalls

“His behavioral coaching is as invaluable as his market expertise. Ron helped me overcome emotional pitfalls and stay focused on long‑term objectives for better outcomes.”

Jonathan W

Engineer

I’m impressed with his experience

I’m impressed with his experience, Ron has guided me through multiple market crises with calm and precision. His blend of proven tactics and innovation gives me true confidence.”

Patricia H.

Trust Director