$250MM AUM | $1 Rev in
⬝ Full service wealth management advisory through a client-focused consultative approach.
⬝ Advice and services are delivered in an environment of high fiduciary standards and transparency.
⬝ Innovative planning process that concentrates on wealth accumulation and distribution.
⬝ Investing with consideration of global macro-economic themes.
⬝ Team based approach with seasoned investment management and planning professionals.
⬝ Serving families and businesses in the Boston area and across the country for over 30 years.
⬝ Estate Planning
⬝ Retirement Planning
⬝ Wealth Forecasting
⬝ Investment Management
⬝ Risk Management
⬝ Special Situations
Custody & Access:
⬝ We are a multi-custodian platform, which means that we can work with your investment accounts at Fidelity Investments, Charles Schwab, Vanguard and others.
⬝ Our clients have state of the art customized performance reporting and mobile access.
⬝ We do not have any brokerage affiliation and are purely a fee based financial planning firm.