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Specialties
Most high-income families don't have a financial problem.
They have a coordination problem. Investments managed in one place, taxes handled somewhere else, planning disconnected from both. Nobody looking at the whole picture. I built Blackshire Wealth Management to fix that. We bring investments, tax-aware planning, and long-term strategy together into one coordinated approach, so nothing works against something else. Before Blackshire Wealth Management, I spent years at SAP as a VP working with C-suite executives to maximize the value of complex, multi-million dollar technology investments. That experience taught me how senior leaders think about long-term financial decisions, and it's the lens I bring to every client relationship today. Fee-only. Fiduciary. Independent. Based in West Chester, PA, serving clients nationally. If you're looking for a more coordinated approach to your financial life, let's connect.
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Always free for clients.
MBA, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Blackshire Wealth Management offers investment advisory services through Wealthcare Advisory Partners, LLC ("WCAP"), an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training.