152 Conant Street
For over 25 years, we have been helping clients feel confident about their financial decisions. How do we do it? Our process is built on listening. We want to hear your story - your goals, your concerns, your comfort level with investing. Once we know more about you, we can build a financial plan - your financial plan. Your plan takes into consideration everything about your financial life and gives you a roadmap to work towards your goals.
When we're done, you will know:
Your plan also helps us construct a fully diversified porfolio that aligns with your goals. Having all of your assets working together gives you the best chance to meet those goals. Our advisors will make sure everything from investments to insurance to estate plans are coordinated. Financial planning and wealth management are not a one-time event. We speak with you often and adjust as your circumstances change, making sure you remain on course and confident in your financial decisions.
Finding the right fit is important when you're choosing an advisor. Online research is a good place to start, but you probably want to speak with someone before making a decision. Our Get To Know Us meeting is specifically designed so we can learn more about each other and see how we might work together.
Click on the button below to schedule a Get to Know Us introductory call. Let's see if we're a good fit.
Investment Advisor Representative
As your life changes, it's important to check on your Financial Wellness and make sure you are still on track. We'll talk to you about where you are today and where you want to go. Your financial plan will show you specific steps to help you reach your goals.
Schedule your Financial Wellness checkup today.
Are you changing jobs? Do you still have 401(k) accounts at former employers? This guide will give you information about your options, as well as common (and expensive) rollover mistakes to avoid.