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As a financial advisor for the last thirty years my focus has been to  help families build and preserve their

Wealth. I’ve done this by offering financial education to help our clients come to know and better understand and implement multi-generational wealth strategies. Sadly I’ve seen so many of my clients and prospects unable to enjoy their wealth due to declining health, increasing stress and unexpected financial uncertainties.


To fill that void we’ve created the ATS Health Wealth Institute. This newly created initiative’s mission is to help enable clients and members to improve their overall well-being and enjoy a more balanced and harmonious life style. We will offer educational seminars from researchers and practitioners, experiential healthy activities and events where everyone participates and benefits, as well as organized entertaining events and experiences for a happier, harmonious and healthy aging.

I’m inviting you to learn more and get involved with this new organization beyond just attending our events. Please join the committees being formed to plan and organize a great number of events and activities for the remainder of the calendar year. You can not only enjoy participating in the events but also help us find appropriate speakers and partners for our events, help with organizing events and activities with your fellow members, and form new friendships and relationships. Please visit our website for details or contact us directly to get involved.


To start with, we are organizing a few events focused on advanced research and modern medical treatments for healthy aging, circadian rhythm and its impact on our health, benefits of practices such as Tai-Chi and Yoga. We also plan to offer fun social events such as wine tasting and sommelier practices and cooking lessons with professional chefs. In addition to our usual financial events such as our periodic Investment Market Outlooks, the new events will also focus on financial well-being. For example, there will be talks on tax efficient investing, real estate investments, disaster recovery, and many others.


In conclusion, I want my clients and community better positioned to enjoy their wealth over a long and healthy life. While I have enjoyed helping you pass on more of your wealth to this generation and the next, I want to extend my passion to help you learn and enjoy living a more balanced and harmonious life to achieve ‘true prosperity’. I want you to, as they say in Star Trek, ‘live long and prosper’!

Letter From ATS and HWI Founder

The Dalai Lama, when asked what surprised him most about humanity, he said:

“Man. Because he sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. and then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is never going to die, and then dies having never really lived.”

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