We provide practical plans to help you maximize life.


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 innovative thinking is central to our approach. 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, hedge funds, private placement or other opportunities. We work collaboratively with an extensive network of hand-picked professionals to help ensure your plans are well-integrated to meet your needs.

Our Compass

On January 7, 1987, our firm was founded on the principles of integrity, dedication and service. Our heritage is our compass. We bring a multi-generational perspective to financial planning and investment management. We understand how to communicate as well as listen. Our long-standing relationships with our clients, many of whom span generations, are testament to our commitment to consistent, long-term results.

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.