Experience Makes all the difference
We believe that long-term planning, thoughtful investment management, attentive service and close collaboration with your other professional advisors are the key ingredients of high quality wealth management service. For over thirty-years, our multi-generational team has been using this philosophy to help wealthy individuals, families and businesses protect and grow what they have built.
Long-Term Planning: Our advice is built on in-depth forward looking analysis of your full financial picture, going far beyond investment management. The strategy we build for you today is based upon analysis of your future needs and concerns, including retirement cash flow, legacy planning, long-term care, gift planning, business sale and transition, insurance needs, education planning, illiquid assets, and more.
Investment Management: Over our long history we have helped many investors find success with sound time-tested investment strategies tailored to their specific needs. Our focus on high-quality investments and disciplined diversification has produced consistent returns and growth for our clients.
Attentive Service: Personal attention and service are important to your success and ours. We provide high levels of attention and energy to handle your questions and daily administrative needs.
Collaboration: Because we know and work closely with many of New England's top tax and legal professionals, we will coordinate with your existing advisors or connect you with top quality people.