5 Federal Street,
We work with successful independent thinkers who value proven strategies and smart execution. It requires a willingness to share your personal aspirations (and financial data) … an appetite to learn, grow and take action … the humility to test what you think you know … the resolve to execute with discipline … and the courage to acknowledge uncomfortable emotions.
Full disclosure: Formulating and executing a successful wealth management plan takes time and your engagement. In the beginning, you should expect to meet with us five or six times, face-to-face or via Skype. Subsequently, we will meet as often as necessary to solve challenges and discuss opportunities.
Each year, you will receive a completely updated and personalized plan. After all, as any pilot knows, getting from “A” to “B” is never a straight line — and you will need to make important course corrections along the way. Throughout our relationship, we will ask that you keep us informed of any changes that could have a significant impact personally, professionally or financially, so we can do our best to have you land safely and comfortably.
You likely don’t know this, but Registered Investment Advisors are not allowed to advertise testimonials per the Securities Act of 1940.
Please read our illustrative case studies found on the home page to get a sense of the results that we have achieved for others.
Please visit us for a financial roadmap meeting, and we can discuss the results that are most important to you — and how we may be able to help you achieve them.