We are a team of seasoned and credentialed professionals fully dedicated to helping our clients meet their financial goals. We offer a wide range of solutions for our clients utilizing a sophisticated yet straightforward risk-managed approach. ⬝ 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 35 years. Services Provided: ⬝ 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.