Your Long-Term Independence,
Our Independent Approach

Independent & Objective

Our approach is simple and direct. We make your goals our goals. As an independent investment advisor, we have the ability, and the freedom, to make decisions based on your best interests. We are objective in our planning and investing, transparent in our operations, and fee-based. We are not product-driven. Instead, we have the flexibility to choose from a wide breadth of investment options, allowing us to capture opportunities while minimizing risk.

Traditional & innovative

A balance of traditional values and forward thinking is central to our approach. While we follow an established framework to set expectations and pursue your financial objectives, we embrace new strategies and weigh different viewpoints to take advantage of opportunities. We are able to maintain this balance by grounding our practices and perspectives in research and proven methodologies.

Straightforward & Realistic

Confident investing begins with clarity of direction. We therefore follow a direct approach, from assessment through planning and execution. To help reduce complexity and increase understanding, we translate your financial realities into uncomplicated and achievable plans. We also explain market trends, discuss risks and rewards, and review goals and progress to ensure clear, ongoing communication.

Integrated & Connected

Often financial goals go beyond traditional investment management to real estate, private placement or other opportunities. We work collaboratively with a broad network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.

Family-Owned Business

Twenty-five years ago, our firm was founded on the principles of integrity, dedication and service.Today, we remain true to these principles and to the traditions of our firm. Our heritage is our compass. As a family-owned and managed practice, we bring a multi-generational perspective to financial planning and investment management. We know from personal as well as professional experience what questions need to be asked, and what goals need to be established. Furthermore, we understand the sensitivities that surround estate planning, and how to communicate as well as listen. We combine our collective experience, skills and wisdom to establish strong relationships as well as strong portfolios that stand the test of time. Our long-standing relationships with our clients, many of whom span generations, are testament to our commitment to consistent, long-term results. With over 20 employees and over $1 billion in assets under management and administration, we are dedicated to our clients' future.

Community-Oriented & Committed

We believe building community is at the core of building futures. We create solid bonds with our clients as well as established ties with our community and profession. Our principals have served on the investment committees of various organizations, including the MSPCA (Massachusetts Society for the Prevention of Cruelty to Animals) and Hebrew Senior Life, and as a trustee of the Horace Cousens Industrial Fund to provide support to local families facing a temporary but severe financial crisis. We take pride in offering our expertise and assistance to those in need.