Overview

Since 2014, we have been Voted Best of Business Financial Planning/ Investment Firm by the Worcester Business Journal readers' poll four years in a row; we are a dynamic firm with much to offer. We like and respect each of our clients; our mission is to make every client feel like they are the only client. We have an administrative team of 6 supporting our CEO and our team of specialty experts. We believe our 25 year strong Success Formula: Trust, Accountability and Transparency, has propelled us to be an authentic force for good stewardship in our clients' lives. We believe that wealth management is not only about where money should go, but also where it can take our clients. We believe any practice we decide to purchase will be well positioned to thrive under our unique, holistic model. We are currently licensed in 30 states and located in Central and Eastern Massachusetts. We have purchased two practices in the past two years and have had literally, 100% retention rate of clients from those practices. We love what we do, this is our life's work!

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

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