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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Make Lasting Memories by Savoring Life's Simple Joys

Make Lasting Memories by Savoring Life's Simple Joys

06/26/2019
While extravagant vacations are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones.
Lifestyle & Personal
Want to Glimpse the 5G Future? Rewatch Classic Sci-Fi

Want to Glimpse the 5G Future? Rewatch Classic Sci-Fi

06/25/2019
Holographic video, remotely-controlled surgery and sophisticated virtual gaming is all fair game when 5G becomes the new mobile tech standard.
Lifestyle & Personal
Bond Market Commentary

Bond Market Commentary

06/24/2019
How Much “Chance” to Assign to Your Future? By Doug ...
Markets & Investing
Buying a Boat? Take a Peek at How the Costs Add Up

Buying a Boat? Take a Peek at How the Costs Add Up

06/24/2019
Money’s not the only factor to consider before making the purchase – but it’s certainly one of the most important ones.
Lifestyle & Personal
Weekly Investment Strategy

Weekly Investment Strategy

06/21/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Economic Commentary

Weekly Economic Commentary

06/21/2019
When You Come to the Fork in the Road, Take It By Scott Brown A...
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

06/21/2019
Chief Economist Scott Brown discusses the latest market data.
Markets & Investing
A Step-by-Step Guide to Hosting a Family Meeting

A Step-by-Step Guide to Hosting a Family Meeting

06/20/2019
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Lifestyle & Personal
Facing Some of Life's Most Challenging Questions

Facing Some of Life's Most Challenging Questions

06/17/2019
Explore the tough questions that accompany eight significant life events.
Planning & Retirement
Post-Disaster Relief Resources

Post-Disaster Relief Resources

06/17/2019
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
Lifestyle & Personal
Before Natural Disaster Strikes

Before Natural Disaster Strikes

06/17/2019
Preparing for an unexpected storm or fire can help protect both your personal and financial well-being.
Lifestyle & Personal
You Can’t Overemphasize the Impact of Asset Allocation

You Can’t Overemphasize the Impact of Asset Allocation

06/14/2019
Selecting your portfolio’s asset mix is a paramount decision – so give it the thoughtful consideration it warrants.
Markets & Investing
Always here for you

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