Overview

We are a Boston-based investment management and wealth advisory firm serving select, financially successful clients. We primarily work with first generation wealth delivering financial planning and investment services designed to deliver a more consistent return experience to support their financial security and meet their individual goals. We implement individually-tailored investment strategies using a mix of stocks, bonds, ETFs, mutual funds and alternative investments, as appropriate.

We are interested in expanding our team through selective hires and/or acquisitions involving investment and planning professionals who similarly strive to exceed client expectations.

Market
Advisor/RIA
Last Activity
within 2 months

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