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Aligned with our Client's best interest

Our goal is to construct a portfolio that speaks to your particular needs. For each client, we construct a personalized highly-tailored Wealth Plan and provide thoughtful, independent asset management tailored to the specific needs of our clients. We align our goals with the clients' interests by basing our decisions on completely understanding our clients life goals, risk tolerance and liquidity requirements.

To assist you with the transition to a new phase of life, we have experience with a great variety of financial events and can help you navigate financial decisions wisely. Each client relationship is managed independently by investment professionals with diverse backgrounds, and skills. Our proprietary system of asset allocation is a liability-based method which is driven by client-defined priorities. Our investment process, combines individual accountability with teamwork. We follow a proven process of assisting our clients plan for a successful financial future. Many of our clients have sought our assistance in connection with a financial “event” – the sale of a company, the sale of a family asset or retirement after a successful career. We strive to provide you many of the benefits of working with a large institution while maintaining a more personalized experience.

86 Baker Avenue Extension, Suite 310 | Concord, MA 01742 | 800.320.1912