Marblehead, MA
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About Us

We’ll help you anticipate and prepare for life’s biggest financial hurdles, so you can worry less about the future and be more present in the moment.

Because we understand the far-reaching financial impact of paying for college, we specialize in providing college planning and financial aid services to families looking to balance the costs of college education with their other needs, like retirement savings. We’re here to help with everything from collecting and organizing the proper documents, to forecasting your eligibility for financial aid and determining cash needs.

Our clients are backed by a team of investment, estate, insurance, and business and tax planning specialists to provide the breadth of planning, advice and resources you need. We are committed to putting our collective knowledge and experience to work for you.

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Our Services

  • Comprehensive financial planning
  • Making sure your portfolio supports your long-term goals through investment management
  • Protecting your family, yourself, your assets and your business through insurance
  • Helping families plan and prepare for educating children and grandchildren
  • Helping business owners protect their business, provide benefits to employees, or buy or sell a business
  • Making sure you have money to pay for the unexpected as well as a regular income in retirement through cash and income planning
  • Helping you leave a legacy for your loved ones and your preferred charities through estate planning
  • Working closely with your other financial professionals, including your CPA and Estate Attorney, to ensure an efficient and coordinated approach
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Special Focus

  • Tax Management and Tax Efficiency
  • Retirement Income Planning
  • High-Net Worth Solutions
  • College Planning
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Resources

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Advisors

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Client Relationship Team

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