$180MM AUM | $1.6MM GDC in
We are a three advisor team with a full time admin located on the Village Green in the high net worth The Pinehills Development in Plymouth, MA. We are on local boards and are actively involved in the arts community.
Our focus is fee-based financial planning and managed money. If you are looking to transition into retirement or sell, we would enjoying having a conversation. We have experience buying a practice and would love to be your succession plan.