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You’ve worked hard to get where you are. Start by knowing where you stand today so you can build the future you deserve.
Your goals, your lifestyle, your future.
Whether it’s paying for college, retiring on your own terms, or building a legacy that will last, our wealth advisers will build a financial plan that’s centered on you.
Adviser and its Affiliates
FOUNDED 1994
5,000 Clients
145 Employees
9 Offices
$8 Billion Assets Under Management
Awards and Recognitions
Financial Times 300 Top Registered Investment Advisers
2014-2016, 2018-2019
Awarded based on data compiled by The Financial Times and Ignites research.
Barron’s America’s Best Independent Advisors
2013-2020
Awarded based on data compiled by Barron’s.
Forbes America’s Top Women Wealth Advisors Best-In-State, MA
2022-2023 (Elizabeth Kesselman)
Awarded based on data compiled by SHOOK Research.
Find additional information on the awards and recognitions listed above.
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