Your Financial Future
Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long term proactive relationships with his clients and base them on his dedication, integrity, and commitment to their personal and financial success.
His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long term plan that achieves confidence, wealth and financial peace of mind.
Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert graduated from the Catholic University of America with a Civil Engineering degree and currently resides in New York City with his wife Kristin. He is on the Board of Directors for the charity Back on my Feet. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Your credit score may influence how much you pay for auto and home insurance.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here are five facts about Social Security that might surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.