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

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Don Connolly, Massachusetts Financial Services
Retirees

Retirees

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

Business Owners

06/10/2018
Unique solutions for business owners and entrepreneurs.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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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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Recent Bond Market Trends

Recent Bond Market Trends

10/26/2020
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Known and Unknown Unknowns

Known and Unknown Unknowns

10/23/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

10/23/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

10/23/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide

Weekly Market Guide

10/23/2020
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Tax Tweaks Often Affect Givers’ “How” but not Their “Why”

Tax Tweaks Often Affect Givers’ “How” but not Their “Why”

10/20/2020
Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act.
Estate & Giving
Did You Know 529s Are Powerful Estate Planning Tools?

Did You Know 529s Are Powerful Estate Planning Tools?

10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events // Estate & Giving
Don’t Fall for These Two Phone-Related Scams

Don’t Fall for These Two Phone-Related Scams

10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology
Yes. It Matters!

Yes. It Matters!

10/19/2020
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Adaption

Adaption

10/16/2020
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Weekly Market Snapshot

Weekly Market Snapshot

10/16/2020
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Investment Strategy

Weekly Investment Strategy

10/16/2020
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Always here for you

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