Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Your goals become ours

Bill Gibson yearbook image

Bill

Gibson, CFP®, RICP® Senior Vice President, Investments Branch Manager
Stacey Maham yearbook image

Stacey

Maham, CFP®, CDFA® Financial Advisor
When was the last time you tried something for the first time and got it right?
Don Connolly, Massachusetts Financial Services
Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Business Owners

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Corporate Retirement Plans

Corporate Retirement Plans

06/08/2018
Helping you establish and oversee a variety of plans
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Weekly Investment Strategy

Weekly Investment Strategy

07/19/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Fixed Income Market Commentary

Fixed Income Market Commentary

07/19/2019
Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.
Markets & Investing
Weekly Market Guide

Weekly Market Guide

07/19/2019
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

07/19/2019
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Learn to Make Happiness a Habit

Learn to Make Happiness a Habit

07/18/2019
A habit of contentment can lead to a lifetime of joy.
Lifestyle & Technology
Keeping It Close to Home for Generations

Keeping It Close to Home for Generations

07/17/2019
Keeping your beloved home within the family takes planning and communication.
Estate & Giving
4 Signs That the U.S. Is Not Approaching a Recession

4 Signs That the U.S. Is Not Approaching a Recession

07/16/2019
Though trade friction has increased the chances of a downturn, CIO Larry Adam does not foresee the U.S. economy entering a recession in the next year.
Markets & Investing
Discipline Despite the Market "Never-Befores"

Discipline Despite the Market "Never-Befores"

07/15/2019
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
A Clearer Signal From the Fed

A Clearer Signal From the Fed

07/15/2019
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy

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S&P 500 Has Best Start Since 1997; Where Is It Headed?

S&P 500 Has Best Start Since 1997; Where Is It Headed?

07/10/2019
Though the index is breaking records, CIO Larry Adam expects continued volatility. Hear why he thinks investors should remain cautious and selective.
Markets & Investing
For Better or Worse, Discuss Your Estate as a Couple

For Better or Worse, Discuss Your Estate as a Couple

07/09/2019
Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.
Estate & Giving
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