Our Approach

An Integrated Plan 

We’ve been helping clients in the greater Boston area and across the country prepare for their financial future since 1994. Like them, you can benefit from our expertise in creating a fully integrated and comprehensive plan that helps you pursue your life goals.

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting an objective guidance in all areas, including:

Whether your financial life encompasses all or only a few of these areas, we will help you build a plan that is tailored to you.

Not Just Asset Management

Of all of the areas of financial planning we develop, the one that most people focus on are the investments. They change every day and you may think it natural to actively watch them more closely than anything else. Our focus is on building portfolios of strategic—or core—positions, then to expand beyond those core holdings with investments that fit into your specific needs for risk and return. Is your investment strategy appropriate? Have you saved enough for retirement? Can your estate plan do more to minimize any tax burden? Whatever questions your financial future presents, finding answers that are right for you now and over the course of your lifetime depends very much on the quality of the expertise upon which you rely.

Looking at a tablet during a meetingDeveloping a comprehensive financial plan usually requires integrating many areas. We offer assistance in your relationship with your attorney, tax preparer, mortgage broker, trust officer, and insurance agent. In the most successful relationships, we are the central point in your financial planning universe. We are always happy to work with your existing advisors or to refer you to a new professional, such as an attorney or CPA. In all situations, we stand prepared to make quality referrals and assist throughout the process, helping you to be certain that the appropriate questions are asked. As CERTIFIED FINANCIAL PLANNER™ professionals, we are trained to integrate all facets of financial consulting in our client relationships. 

 

We are not just managing your assets, but building a longlasting relationship with you and your family. This helps us understand what you want your wealth to do for you and your loved ones.