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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