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

09/20/2019
Read the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly Market Guide

Weekly Market Guide

09/20/2019
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.
Markets & Investing
Weekly Market Snapshot

Weekly Market Snapshot

09/20/2019
Chief Economist Scott Brown discusses the latest market data.
Economy & Policy
How Do College Savings Affect Aid Eligibility?

How Do College Savings Affect Aid Eligibility?

09/20/2019
Learn more about how savings contributions affect your student's financial aid eligibility.
Family & Life Events
Fixed Income Market Commentary

Fixed Income Market Commentary

09/19/2019
Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.
Markets & Investing
Preserving Your Legacy While Protecting Your Privacy

Preserving Your Legacy While Protecting Your Privacy

09/19/2019
Carefully sharing your information can help you stay prepared and protected.
Lifestyle & Technology
Fixed Income Market Commentary

Fixed Income Market Commentary

09/18/2019
Kevin Giddis, co-head of Fixed Income Capital Markets, weighs in on recent bond market events and current influencing factors.
Markets & Investing
Let's Clear Up 10 Misconceptions About HSAs

Let's Clear Up 10 Misconceptions About HSAs

09/18/2019
When it comes to the versatile health savings account, misunderstandings abound.
Family & Life Events
Check This List - Twice - Before Year-End

Check This List - Twice - Before Year-End

09/17/2019
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.
Tax Planning
Judgement Call

Judgement Call

09/16/2019
Chief Economist Scott Brown discusses current economic conditions.
Economy & Policy
Tie Up Any Loose Ends Before the Year Ends

Tie Up Any Loose Ends Before the Year Ends

09/16/2019
As autumn begins, take some time to reflect on your financial progress and tackle year-end planning deadlines.
Retirement & Longevity
7 Common Beneficiary Choices You Should Probably Rethink

7 Common Beneficiary Choices You Should Probably Rethink

09/14/2019
From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.
Estate & Giving
Always here for you

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