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OUR MISSION
To provide high quality financial advice to individuals, private businesses and non-profits.
Personalized Financial Planning to Meet Your Unique Goals
As your independent investment advisor, we believe in choice and transparency. And as a fiduciary firm, our clients’ interests always come first. We provide Full-Service Investment Management which starts with a personalized financial plan that strives to answer the two big questions — 1) do I have enough to retire, and 2) will my money last for the rest of my life?
As part of our service, we provide direct investment management services, ongoing monitoring of your portfolio, and consultation throughout the year on your financial needs for a quarterly fee. We use Fidelity Investments as your bank, but we are an independent investment advisor and not owned by Fidelity.
Contact Us
We are a referral-only firm. Please send us any questions you have about the process and how it can work for you. We look forward to connecting.
