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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When was the last time you tried something for the first time and got it right?
Don Connolly, Massachusetts Financial Services
Women Investors

Women Investors

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

11/15/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

11/15/2019
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
Weekly Market Guide

Weekly Market Guide

11/14/2019
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Making Sense of Medicare Myths

Making Sense of Medicare Myths

11/14/2019
Take the time to learn the facts behind these common Medicare misconceptions.
Retirement & Longevity
A Return to Normal or Overly Exuberant Expectations?

A Return to Normal or Overly Exuberant Expectations?

11/12/2019
Drew O'Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Craft a Legacy That Will Last Long After Selling Your Business

Craft a Legacy That Will Last Long After Selling Your Business

11/12/2019
Many wealth transfers fail – but yours doesn’t have to be one of them.
Business Ownership
Productivity

Productivity

11/11/2019
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Blow Your Marketing Horn Without Blowing Your Budget

Blow Your Marketing Horn Without Blowing Your Budget

11/11/2019
Here are cost-effective ways to stay in front of customers.
Business Ownership
Don't Let Thieves Ruin Your Holiday Season

Don't Let Thieves Ruin Your Holiday Season

11/11/2019
Learn how to protect your identity when shopping online.
Lifestyle & Technology
Most of Us Leave PTO Unused – but We Really, Really Shouldn’t

Most of Us Leave PTO Unused – but We Really, Really Shouldn’t

11/11/2019
Whether you’re an entrepreneur or work traditional hours, your brain needs time off – and no, watching TV doesn’t count.
Lifestyle & Technology
Weekly Investment Strategy

Weekly Investment Strategy

11/08/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Guide

Weekly Market Guide

11/08/2019
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Always here for you

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