46 Accord Park Drive
12 Canal St., Suite 104
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Founded in 1995, and headquartered in Norwell, MA - our firm has been serving clients across the country for almost 30 years
Our clients enjoy the personal relationships they've found with our Family Wealth Managers
We use today's top technology tools to provide a digital component that enhances the client experience
Our personal experiences have softened us to work compassionately alongside our clients no matter what they're experiencing
We pride ourselves on being present for our clients. In a world full of surface level acquaintances, we build genuine and lasting relationships
We work to make decisions intentionally. This means we have a plan for each season of life, rather than having to react or panic when the unexpected arises
Every season of life brings different opportunities and challenges. We are mindful of our responsibilities and how we can make an impact on the world around us
Do you have a plan for these 5 areas?