Our Process
Our History
Our Values
Our Resources

Life Moves Quickly & Changes Frequently

We're here to support you each step of the way. Discover who we work with, what services we offer, and why clients partner with our  team.

Your Goals. Our Expertise.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Learn More

  • Investments

    Smart investing doesn’t have to be complicated investing. Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.Learn More

  • Insurance

    Insurance transfers the financial risk of life's events to an insurance company. A sound insurance program can help protect your family from the financial consequences of life's unexpected events.Learn More

  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.Learn More

  • Tax Management

    Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.Learn More

  • Education

    What is the best way to pay for college? College costs cannot be underestimated as more and more graduates are struggling to pay off their student debt. Saving early, staying disciplined and knowing your funding options are key.Learn More


Get To Know Us

We strive to be your financial partner for life. As a family run team with over 35 years combined experience building thoughtful long- term relationships with our clients is a top priority. For decades we have collaborated with our clients and their loved ones across generations. Whether you are new to investing or have extensive experience our personalized one-on-one service will make you feel comfortable and confident in your financial decisions. Our clients primarily reside within Greater Boston as well as various states throughout the country. Our specialty is working with pre-retirees and retirees as well as working professionals, business owners, couples, families, women in transition and those who've acquired sudden wealth. As independent financial advisors we are not tied to proprietary funds, financial products or services. Click below to connect with us and discuss your personal situation.

YOUR FINANCIAL TEAM

John Destefanis, CFP

President & Financial Advisor

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Cristina Destefanis

Financial Advisor

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Our Clients

<strong>Pre-retirees &#38; Retirees</strong>

Pre-retirees & Retirees

<strong>Couples &#38; Families</strong>

Couples & Families

<strong>Women</strong>

Women

<strong>Business Owners</strong>

Business Owners

<strong>Working Professionals</strong>

Working Professionals

<strong>Sudden Wealth</strong>

Sudden Wealth

Download Our Don’t Panic Ebook!

Recent months have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help. The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

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