You know where you want to go—and having a trusted guide by your side can make all the difference in helping you get there. We’re with you every step of the way, anticipating and addressing the issues that affect you as a business owner or plan sponsor, so you’re empowered to pursue your aspirations.
- Abraham Lincoln
We work with you to create a strategic plan around the unique issues specific to you as a business owner or shareholder, helping you prioritize and balance your business ambitions with personal and family needs. Together, we’ll consider options for everything—all to help you optimize value and minimize risk to pave the way for your legacy.
We can work with your network to help identify these factors and explore options for mitigating your exposure.
Rely on us to help you create an executive compensation plan that incorporates benefits such as insurance, retirement plans, and stock options.
Whatever the circumstances—from determining valuation and positioning your business for sale, we’ll help you lay the groundwork for protecting your legacy.
When it comes to retirement plans, there’s no one-size-fits-all solution. Our industry expertise and designations, coupled with our individualized, consultative approach, means you can expect a plan that’s tailored to fulfill your firm’s objectives—and provides the investment options and overall value your employees want.
Our independence allows us to align our interests with yours, so you’ll know that the advice we offer is singularly aimed at meeting your goals and needs.
The investment recommendations we make help craft your plan’s investment policy statement and provide ongoing monitoring and review of investments.
We share the fiduciary role with you, helping you to navigate industry changes and manage risks, ensure that you’re up to date on the latest requirements.
We create a customized employee education program focused on maintaining financial wellness through planning and saving.
Get on track with your goals and work toward your financial future with help from our advisors at your side. Contact us to schedule a complimentary consultation
Best in State Wealth Advisors Forbes magazine 2018-2023
Financial Times Top 400 Financial AdvisersFinancial Times 2015-2020 Top 1,200
Financial Advisors in America/Top 30 in Massachusetts Barron s magazine, 2014-2023
Barron's Top 100 Independent AdvisorsBarron's, 2020-2023
Five Star Wealth ManagerBoston Magazine 2018-2023
Top 1,000 Financial Advisors in America/Top 25 in Massachusetts Barron's magazine 2013, 2012, 2010
Five Star Wealth Manager Boston Magazine 2023
2018-2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.2015-2020 Financial Times 400 Top Financial Advisers, Created by Ignites Research. The 2020 award was presented in October 2020 for the past 12 months. 940 Advisors were considered, 400 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Financial Times for more award information.2014-2023 Barron's Top 1200 Advisors and 2010, 2012, 2013 Barron's Top 1000 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visit Barron's for most recent award information.2020-2023 Barron's Top 100 independent advisors, created by Barron's. The 2023 award was presented in September 2023 based on data gathered from June 2022 to June 2023. 476 Advisors were considered, 100 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors future performance. Your experience may vary. Visist Barron's for most recent award information.2018-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 02/23 based on data gathered within 12 months preceding the issue date. 3,923 Boston-area advisors were considered, 578 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit Five Star Professional.