Cory is responsible for conducting financial modeling and analysis around M&A deal structures and participating in all aspects of the M&A process, including sourcing, relationship management, due diligence, negotiations and pre-integration. Prior to joining Adviser in 2022, Cory worked as a practice management consultant at Commonwealth Financial Network. He graduated from St. Lawrence University in 2016 with a Bachelor of Arts. Cory enjoys the outdoors, traveling, and spending time with friends and family. A Vermont native, he now lives in Charlestown, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC