Vincent joined Adviser Investments in February 2017 as a member of the client service team upon its acquisition of Braver Wealth Management. He is responsible for coordinating client service and reporting needs with the relationship management team. He is currently working with the family office and wealth services/tax team group and is primarily responsible for preparing clients’ tax returns and assisting with tax plans. Vincent earned his B.S. in finance from Northeastern University and a J.D. from the Massachusetts School of Law. Prior to joining Adviser Investments, Vincent worked as an attorney for John Hancock Financial Services and also ran his own law firm specializing in real estate law, landlord/tenant law and estate planning. Vincent lives in Medway, MA, with his wife and two teenage children. He likes the quiet life and walking around the neighborhood, and he also enjoys watching his kids play sports.
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