Overview

We currently run a comprehensive practice primarily working with academics, entrepreneurs and healthcare professionals. Most work revolves around retirement income planning and asset management, with particular expertise in navigating complex state pension and social security planning as well as socially responsible investing. We have 3 advisors, one retiring soon after recently joining our firm through acquisition, two admin team members, a CFA who consults on asset management, and a tax preparer. We have three offices in Massachusetts and New Hampshire and are growing quickly. Approximately 70% of our clients incorporate socially responsible investing, and we market extensively around this.

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