We are a boutique financial services firm providing customized solutions to help clients realize their long-term financial and retirement lifestyle goals. We have nearly 50 years of collective financial planning and portfolio management experience. Our Massachusetts-based team focuses on high net worth clients and retirement plans and has a rigorous, process-based approach to managing client assets. Our investment process combines valuation discipline with a time-tested macroeconomic process. It is data-dependent and unemotional. We are primarily fee based. We are looking to partner with like-minded, client-focused advisors to help grow our business.