Your money and goals. My guidance and experience.

Personalized Wealth Planning for You

Navigating financial decisions can be overwhelming.

Saving effectively, investing wisely, or planning for retirement? None of these subjects are covered in school.

Whether you are just getting started planning a budget or are looking for a more personalized approach to financial planning, Inertia Wealth Management is committed to helping individuals change their wealth trajectory one small step at a time.

My promise: No commissions. Just commitment.

I choose to operate as a fiduciary, making me ethically and legally obligated to work in your best interest.
I believe in total transparency and will never waiver in my dedication to doing what is best for you.
I am passionate about helping you secure your financial future with personal and proven strategies.

Let’s navigate your financial journey together, bringing clarity,
confidence, and financial peace of mind.

Personalized Wealth Training to Change Your Wealth Trajectory

Holistic, Collaborative Financial Planning

Finances are personal.Your financial plan should be, too.

Together, we will analyze your finances and goals to create an aligned plan tailored to you. As life changes, we will change with it, always working toward specific outcomes.

Budget Development and Financial Coaching

Unfortunately, school does not prepare us to manage money.

I am passionate about improving clients’ financial practical know-how. No matter your financial situation, I want to empower you to make decisions and ensure your money works for you.

Asset Allocation and Management

Asset allocation is like a well-rounded diet for your money.

I love math and geek out hard on optimizing your financial plan all while emphasizing a balance between the risks and rewards for any investment.

Are you looking for?

Customized financial planning tailored to your goals over a one-size-fits-all solution?

Financial clarity and understanding rather than confusion and uncertainties?

A personal advisor who understands your situation instead of a faceless firm?

Inertia Wealth Management is here to help.

Whether you have a shoestring budget or extra to invest, I’m ready to help you accelerate your financial future.

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GET STARTED

My process is simple and transparent.
(Just like my fees.)

Connect

Let’s meet over a cup of coffee or go wherever sounds best to you - even if that's a virtual meeting.

Successful relationships are built on trust and rapport, so we’ll get to know one another first.

Collaborate

Once we decide we’re a fit, I’ll gather information from you and start crafting a plan.

Together, we will ensure that the plan aligns with your specific short- and long-term financial goals.

Capitalize

We’ll meet annually or as often as you’d like to ensure our plans stay on track.

As life changes, we will change with it, always working toward specific needs and desires.

Ready to take your first step toward financial motion?

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get started now

Frequently asked questions

What does “fiduciary” mean

The word ‘fiduciary’ literally means trust. In the financial sector, acting as a fiduciary means that by law, I am required to always act in my client’s best interests. In layperson’s terms, I will manage your money to benefit YOU – not me.

What should I expect during our initial consultation?

Our first meeting will allow us to get to know one another. We can meet over coffee, at the gym, on Zoom, or wherever works best for you! I value building personal relationships with my clients, we’ll learn about each other first to ensure we’re a fit.

How do you personalize plans for clients?

We will begin with a comprehensive assessment of your situation and ensure I understand your goals and risk tolerance. Based on this information, I craft a customized plan that can easily evolve as your life changes.

What are your fees, and how are they structured?

All fees are transparent and based on the services provided. I will communicate any costs upfront so you know exactly what to expect.