Overview

We are a planning focused RIA in the greater Boston area. We specialize in comprehensive planning and asset management strategies with a strong focus on excellent customer experience. Our firm has purchased multiple books of business with a consistent track record of maintaining over 95% of the client relationships. Our goal is to connect with smaller, local advisors that are less than 5 years away from retirement and are seeking a strong continuity partner with a proven track record. We have the advisors, staff and capacity to make the process smooth and easy.

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