Overview

We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That's why we take it as a point of honor that you trust us to help you manage it effectively.

In addition to the investments and insurance choices we offer, we also provide personalized financial planning as a Registered Investment Adviser to our clients living in Massachusetts.

Our philosophy is simple: to provide true personalized financial planning. We operate under the principle that investment performance should factor in risk and taxes. As a result, we always evaluate the tax efficiency and risk associated with every investment.

After all, it's not about how much you make, but how much you keep, and how much risk you take to get it.

We offer a wide variety of different investment options and services, including:
 

  • Personalized financial planning 
    (for those clients living in MA)
  • Stocks
  • Bonds
  • Mutual funds
  • Insurance
  • Retirement planning
  • Education planning