Overview

We are an independent, fee-only RIA firm based in Newton, MA. We leverage technology, which has allowed us to grow our practice locally and have clients in a number of other states outside of New England. We specialize in Income Planning and Cross Border Families that have ties outside the United States. We help our clients to define, create and sustain their long-term financial well-being.

We are looking to acquire smaller practices where the advisor is looking to exit the industry primarily for retirement and wants to ensure their clients are with a firm that is growing and can absorb additional clients that is a seamless transition.

Last Activity
6 months or more

Business Data

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