Located in the heart of Boston overlooking the historic Old State House, our firm’s experienced professionals provide a comprehensive and personalized approach to wealth counseling and investment management.
We build personalized portfolios based on the unique investment goals of each client. Using individual securities, we focus on investing in businesses that can sustain profitable organic growth over the long-term and are trading at a discount to their intrinsic value.
Our counselors also partner with clients on many personal aspects of wealth management — financial planning, estate and legacy planning, tax planning, insurance review, education planning, retirement strategies and philanthropy.