<strong>Who We Are</strong>

Who We Are

A boutique style, independent financial planning and wealth management firm in Hopkinton, Massachusetts committed to giving investors the undivided attention they deserve.

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<strong>What We Do</strong>

What We Do

We utilize a consultative process to help our clients address each of their five key concerns: investment consulting, wealth enhancement, wealth planning, wealth transfer and charitable giving.

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<strong>Who We Serve</strong>

Who We Serve

We help a select number of individuals and families nearing, transitioning, or living in retirement with strategies that seek to help protect and manage their wealth.

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We're Here For You

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at 508-435-1281 any time.

We are always here for you.

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Thank you!