We guide individuals and families through every phase of wealth. Our approach is intentionally holistic, designed to guide you to and through financial independence.
Fee only | Fiduciary | Financial Advisory
We guide individuals and families through every phase of wealth. Our approach is intentionally holistic, designed to guide you to and through financial independence.
This service is best for those looking to develop a goal-based financial plan. This service offers targeted analysis, advice and guidance over a limited timeframe. This service is for those who prefer limited engagement and want to implement and monitor on their own.
Fee minimum: $1,500For those with accumulated wealth. This service provides an in-depth comprehensive financial plan covering all relevant issues with some ongoing support. This service is best for those who want comprehensive guidance with regular check-ins and prefer to implement and monitor on their own.
Fee minimum: $5,000 (Access for up to 12 months)
For those looking for ongoing wealth, advisory and asset management services. This service is best for those looking to delegate the implementation, monitoring and day-to-day management of their comprehensive financial plan.
Assets-under-management fee ranging from .95% to .25%
Exceptional service begins with genuine care and authenticity. You’ll feel the difference in the quiet confidence of a plan that reflects your life—not someone else’s. We don’t just manage wealth. We hold space for your vision. We honor what matters most to you. And we’re here to help you carry it forward—with purpose, precision, and care.
Everyone’s journey is unique, and so is our approach. We navigate the complexities of wealth management with integrity, precision, and dedication to your success.
Monitor and
Adjust
Finalize and
Implement
Presentation
and
Refinement
Planning
Objectives
and Goals
Discovery
and Data
Gathering
Analysis and
Clarification
We have extensive experience with a diverse range of clients and situations. To find out if you are a good fit, book a no fee, no obligation, no pressure discovery call here.
You can expect an engaging, productive conversation with no pressure. Our goal is to educate and inform. At the conclusion you should feel more knowledgeable and energized about your financial situation.
The first year is active as we build a working relationship. Meetings can be virtual, in person, or a combination based on client preference.
We are pleased to offer our services nationwide. In-person meetings are available in Massachusetts, throughout New England and Arizona. Our process is designed to provide consistent service and experience whether we meet virtually, in-person or some combination.
A Senior Wealth Advisor leads every relationship. Senior Wealth Advisors have at least 10 years of wealth management experience and hold advanced industry certifications.