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Our Service Model

Our firm works with clients on a long-term, ongoing basis. In exchange for our fees, we provide investment management, financial planning, tax planning, retirement planning, multigenerational planning and other services. We coordinate your planning with your other advisors, such as estate planners, insurance professionals and CPAs. Our fees are based on the assets we manage and may include a monthly subscription fee for clients with less than $1 million to manage.

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Serving Clients in New England and Nationwide

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