Overview

SERIOUS INQUIRIES ONLY.

Our foundation is built on principles of holistic wealth management through Ethics, Honesty, and Integrity.

We believe that the embodiment of a client-centric “holistic approach” to wealth management starts before a client is introduced. When providing thousands of nonproprietary independent financial products and services, it is important to understand the unique needs of each individual and family whilst also maintaining the freedom to focus on what’s best for the client.

We run a boutique style fee-based advisory firm that has been in business for 32 years. As the regional director for the Northeast, I have focused primarily on tax efficiency, deep value, and long-term investment planning. Our firm has recruited 12 separate independent firms, primarily CPA focused, and have trained and developed these firms to provide investment advice for their books of business.

We are currently seeking to purchase a book of business in the Boston Surrounding areas, preferably closer to Norwood, MA. However, if a serious inquiry is presented we will consider all options at that time.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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