Overview

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.

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...