Advice and insight across generations

The Cotter Schena Group William J. Cotter, Anthony R. Schena, Michael A. Cotter, Christopher W. Cotter, Linda M. O'Donnell, Michael J. Piet

The Cotter Schena Group


phone

800-225-2374 ext. 2681
617-261-2681



phone

855-822-5259



address

UBS Financial Services Inc.
One Post Office Square
34th Floor
Boston, MA 02109



At The Cotter Schena Group, we truly understand the financial challenges our clients face today. We are working toward similar goals—helping to protect the financial well-being of our families and feeling confident about the future. Our most important priority is helping you achieve what matters most to you.

How do we do that? Through our disciplined planning process—your financial roadmap that we create together. It’s designed to help you pursue the goals you have now—mortgage financing, liquidity solutions, college funding and business expansion. But it also addresses the goals that are focused on the future—retirement funding, estate and generational planning and charitable giving. Together, we’ll build a relationship you can count on, to help address your needs today, and to evolve with you and your family over a lifetime.


No matter your lifestage, The Cotter Schena Group will work with you to help steer you down the right path toward your goals. Our planning process is straightforward.

Discover

  • Tell us about your life, your goals, your expectations, concerns
  • We’ll tell you about how this process works
  • Discuss where you are now financially, and where you would like to be

Analyze

  • Coordinate and review relevant statements and documents— assets and liabilities
  • Review your goals and risk tolerance
  • Collaborate with your CPA, attorney where needed

Plan

  • Prioritize your goals
  • Assess your risks
  • Analyze the impact of your cash flow on your ability to fund your goals
  • Perform an estate analysis
  • Determine a proposed asset allocation

Implement

Review

  • Schedule periodic plan review meetings
  • Adjust and enhance plan as needed
  • Our door is always open

Communication shapes our relationships

When it comes to our relationship, you'll receive the individual attention and personalized service that you deserve. It begins with communication. Our “12/4/2” communication model promises we will have 12 annual contacts including 4 quarterly reviews and 2 in-person meetings. This regular communication ensures we provide clear expectations, keep you informed at all times and remain an active and consistent source of insight and advice. We pride ourselves on our efficiency and strive to respond to calls within an hour and resolve issues within 24 hours.



Insights

 
 

 

 

 

 
 

 

 

 

Creating a legacy that lasts

Creating a lasting and positive impact