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Bay Colony Advisors Mission

As an independent Wealth Management practice, our goal is to exceed client expectations through a disciplined planning process and a high level of customer service. Two themes we stress with clients are providing a strong value-added proposition and working in a consultative fashion. We are aligned with our clients acting as fiduciaries and have no ties to the products or to the account custodian we recommend. Our clients' financial success is not measured by simply their asset growth but by how we fulfill their financial goals and vision. The fiduciary approach we follow permeates every aspect of what we do for our clients, their families, and future generations. We realize every client has unique needs and circumstances that define their lives; We therefore treat each client uniquely with their own set of goals and objectives.

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