99 Derby Street,
You can always reach us! We offer 24/7 access to our team via phone and email.
We offer flexible meeting times (including nights & weekends) to coordinate with your busy schedule.
We provide online account access for you to view your investments at your convenience.
Our business is built on a foundation of thoughtful client relationships.
We work to ensure you leave our office with peace of mind and an understanding of what's happening to your money.
We encourage you to contact our team at any point with your questions, suggestions or concerns.
We thank you for entrusting us to be your financial partner and we are committed to making ourselves available when and as often as you desire to discuss your personal situation.
Our firm has worked for many clients over the years and we are fortunate and elated to work with the children and grandchildren of some of our firm's very first clients. Our clients, the cornerstone of our practice, have become valued friends and many feel like extended family over the years.
We are there to answer your financial questions throughout life's transitions.
How do you envision retirement? Retirement living conjures up various images. Some see retirement living as traveling. Others envision more family time. Still others simply look forward to more free time. No matter what your view, there are a number of questions and concerns that should be addressed to help you better prepare for retirement living. By preparing early for retirement you may be better prepared to live out your dreams confidently.
Taking control of one’s financial life is important for all of us, but women face unique challenges. Whether you are single, partnered, parenting, or planning for retirement, there’s a lot to watch out for. As women have taken more responsibility for their long-term goals and financial health, they have become a force to be reckoned with. By understanding the financial challenges most women face, you can be better equipped to avoid pitfalls and pursue the life you want.
Small businesses play a major role in our economy. As a small business owner or entrepreneur you have dedicated endless passion, time, and hard work into building your business. Business owners personal and business finances are often complex and intertwined enough to demand professional support. For this reason its important that as a business owner you look at your financial situation and take into account the unique considerations and opportunities of owning and operating a small business.
Your days are often non-stop--filled with meetings, briefings and deadlines. In the fast paced world you live in, its a balancing act to manage your professional and personal life. We are here to work for you just as you work tirelessly each day at your profession. Throughout each stage of your career -- early, mid, late -- there are financial questions you will have. You may even switch companies to begin a new chapter in your career -- for some professionals this transition may be more often than others. Together, we will help you navigate each stage of your financial life. Let our team spend the time doing the due diligence and help you navigate your financial life so you can focus on succeeding professionally.
At our core we are a family business helping families achieve their goals. We can relate to many of the families we service. Combine everything into a joint account or keep things separate? Who pays for what? The way you manage money as a couple and as a family may evolve over time. Couples and families need to make various decisions when it comes to managing household money as well as planning for their financial obligations and financial futures. We can work with you, your spouse and children to regularly talk about your finances and determine how you would like you accounts handled whether that be on an individual or joint basis. We know throughout each stage of your life you will have new questions about your finances . We're here to answer those questions starting from your young adult life through retirement.
Receiving an unexpected or expect influx of money whether through inheritance, a business sale, settlement or other event can be a blessing but it also can involve some challenges. A sudden large sum of wealth can quickly and sometimes dramatically change an individuals lifestyle. It can be helpful to meet with a team of professionals to properly manage sudden wealth before developing unsustainable habits or making any major financial life decisions.