63 Putnam St.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Ongoing Expert Guidance
Helping clients meet their goals is our number one priority. A solid plan and its committed implementation are the keys to success. Getting and keeping your financial house in order could include:
Savings & Investment Planning
Social Security Planning
Delivering on Decades of Experience
We bring decades of experience delivering solutions based investment strategies to help ensure excellent client outcomes. Our investment management service includes:
Customized Active Investment Strategies
Diversified Cost Efficient Portfolios
Risk Management Aligned with Client Risk Tolerance
Active Tax Management
Opportunity-based Asset Allocation
The cost of our Comprehensive Wealth Management offering, which includes ongoing financial planning and investment management is $12,000 per year, but may be negotiated up or down somewhat, depending on the complexity of your household situation.
email@example.com | (855) 918-5300