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FINRA's BrokerCheck
(617) 488-4463
[email protected]
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About Us

With more than 90 years of combined industry experience, our five-member team is committed to delivering independent, objective, and comprehensive financial guidance to individuals and families.

OUR GOAL IS SIMPLE:

Help our clients grow and mitigate risk to their wealth while providing the level of service you have come to expect and deserve.
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Our Approach

We work with our clients to develop an investment strategy tailored to their individual goals, needs, and risk tolerances. We believe that success is measured not only by the end result, but also by each client’s journey along the way. Our holistic wealth approach emphasizes broad risk management strategies, transparency, periodic communication, and administrative ease.

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