Overview

We are a private wealth management firm with offices in Needham, MA and New York City. We are looking to grow our firm through acquisition, experienced advisors joining our team or being a succession plan to an existing RIA.

With more than 85 years of combined experience, we focus on working with individuals, families, corporations and institutions. Our focus is on discretionary/fee-based asset management. In addition, our practice concentrates on financial, educational and retirement planning, company stock options, risk management, legacy planning, philanthropic gifting and banking.

Market
RIA
Member Level
Lite
Last Activity
this month

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