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Our Services

Welcome to a wealth management experience that is as unique as you are

Overview

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 that vision forward—with purpose, precision, and care.

Whether you are planning a secure retirement, building a meaningful legacy, or pursuing financial independence, we would be honored to be your partner of choice.

To learn more schedule a no-cost, no-obligation, no-pressure 30-minute introductory conversation.

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How We Lighten the Load

We eliminate the guesswork by “Guiding Wealth with Purpose and Precision”. We take disparate and often competing goals, organize and prioritize under a unified, integrated holistic plan.

Clients can elect standalone planning, retainer, or assets-under-management (AUM) services. Whichever works best for you.

Financial Planning Service

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: $1,500

Retainer Service

For 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)

Wealth and Investment Service

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%

Schedule A Call

What To Expect

Clients can expect attentive, responsive, professional experience. While each relationship is unique
the initial account opening follows a consistent process.

Phase 1: First 90 Days
Foundation & Onboarding

Building your personalized financial blueprint from the ground up.

1-3 meetings
  • Account opening and transfer
  • Planning intake and priority identification
  • Risk profile
  • Asset Allocation decision
  • Client portal tour
Phase 2: First Year
Implementation & Review

Putting your plan into action and optimizing for your first year of progress.

3-6 meetings
  • Portfolio construction and implementation
  • Investment Policy Statement
  • Capital gains targeting
  • Financial Plan delivery and presentation
  • Retirement and tax analysis
  • Summary: First Year accomplishments
Phase 3: Beyond Year One
Ongoing strategy & growth

Sustaining your wealth, adapting to life's changes, and planning for the future.

2-4 annual meetings
Q1
  • Accomplishments
  • Assumptions check-in
  • Asset overview
  • Estate
Q2
  • Tax updates
  • Capital gains strategy
  • Planning priorities
  • Legacy
Q3
  • Planning progress
  • Economic update
  • Investment deep dive
Q4
  • IPS refresh
  • Goal tracking
  • Tax considerations
  • Gifting
  • RMD
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Talk to Us

Let’s have a no-cost, no-obligation, no-pressure 30-minute conversation to see if we’re a good fit to work together.

Frequently Asked Questions

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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.