Wealth Management Consultant
We live in a complex financial world. Kurt’s objective is to simplify and bring clarity to clients’ financial lives.
Kurt’s team is dedicated to synchronizing the financial affairs of a select number of families, retirees, corporate executives and business owners. Saving time and working towards providing clients the confidence that they are on track to realize their goals is at the heart of Kurt’s process.
To do his job correctly, Kurt follows a disciplined process to deliver a consistent and customized wealth management experience. Before any financial decisions are made, Kurt considers your whole life, taking the time to fully understand who you are and what matters most to you.
Kurt coordinates his efforts with clients’ outside advisors including attorneys, tax professionals and insurance experts. Collaboration with outside advisors enables the team to tailor complementary strategies. Kurt employs a holistic educational approach to help clients make better decisions about their financial affairs and achieve personally meaningful goals.
Relationships are built on honesty and directed by fiduciary responsibility. Kurt’s goal is to become your trusted advisor who educates and guides you through all aspects of your financial life.
Kurt brings over 20 years of diverse experience as a personal financial consultant, corporate management consultant and private investor / lender. Prior to joining Axial, Kurt was a Financial Advisor with Merrill Lynch, a Vice President and Financial Consultant at Rockland Trust’s Private Client Investment Management Group, and Managing Director at Brooks, Berkley & Chase.
Kurt holds a B.A. from Wheaton College in Massachusetts and is a lifelong resident of Cape Cod where he attended Sandwich High School and Tabor Academy. He is a member of the Estate Planning Council of Cape Cod and Philanthropy Partners of the Cape and Islands. Kurt holds FINRA Series 7 and 66 registrations through Commonwealth Financial Network® and maintains Life and Health insurance licenses.
Early in life, athletics and soccer taught Kurt valuable lesions. Kurt was blessed with the opportunity to play soccer internationally and represent the United States in competitions throughout the world. The experiences taught that discipline is rewarded and that there is no substitute for hard work.
Kurt has a special love for Cape Cod and the ocean. When not in the office, Kurt is happiest spending time on the water with family and friends. Kurt is a resident of Barnstable Village with his wife Stacey and daughter Lilly.