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Welcome…and thank you for taking the time to visit our website.
If you have landed on this page, you have found us in an unusual way. Traditionally, we have grown our business entirely from word of mouth referrals from existing clients. While we appreciate the recognition from both Boston and Smart CEO magazines, as well as the opportunity to provide education about investing via the series currently airing on public television stations nationwide, we know that forming a relationship with a wealth manager is not about accolades and recognition: it’s about trust and personal chemistry. It is not about us – it is about you.
So please, give us a call. We are happy to explore with you - by phone, Skype, or in person – the potential fit between who we are, what we do, and what you seek. If it makes sense to work together, we will. If not, we hope we provide some insights that you can apply to your circumstances. We know we learn something from everyone we meet.
We look forward to meeting you.