After two decades and a dozen market corrections we continue to excel at helping families manage and protect their prosperity.

We believe the best results come from intimate relationships and by having a financial plan aligned with your thinking. Wealth Management is a hands on process with active anticipation of your needs across the full spectrum of services.

By relentlessly staying informed and equipped with creative solutions, we address the issues that impact our clients. We invest along side you - believing in the integrity of our decisions. No single idea works for all people or all the time thus we critically weigh your best opportunities across a range of expertise.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• University of Massachusetts at Amherst

• Series 7, General Securities Representative
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Life Insurance and Annuity Licensed: AZ, CA, FL, MA, NC, NH, NY, VT

• Amherst NH Lacrosse Coach

AZ, CA, CO, CT, DC, FL, GA, KY, MA, MD, ME, MI, NC, NH, NJ, NY, RI, SC, TN, VA, VT