Geoff joined Adviser in 2011. As a wealth advisor, Geoff works closely with clients to coordinate a variety of services and meet their financial planning needs. Geoff graduated from Plymouth State University, obtaining a B.S. in marketing. Prior to joining Adviser, Geoff worked at Fidelity Investments, where he specialized in nonprofit retirement accounts. Geoff and his family live in Boston.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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