Overview

I am an Independent advisor with a wealth management firm that focuses on financial planning and fee based asset management. We work with a broker/dealer, however operate as a hybrid, allowing for mutual funds, annuities, life insurance, long term care planning, etc. Our main office is located in Boxborough, Massachusetts. In addition, we have locations in Malden and Newburyport, MA, as well as my location, Portland, Maine. We have 8 advisors, 6 administrative staff, as well as a tax arm that assists with additional client needs. We are looking to expand our Portland, Maine network through succession and continuity planning.

Market
Advisor/RIA
Last Activity
today

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