Life isn’t all about money, but it is an important tool for building the life you want. And, like any tool, best results happen when skilled, experienced hands are in control of it.
For over 25 years, I have studied the financial markets, always striving to learn and adapt my knowledge to the new financial “normal” as it is continually redefined. The result: I can help you make smart investment decisions for every stage of your life, under all market conditions.
Financial Planning Services
Named a Boston Five Star Wealth Manager in 2017, 2016, 2015, 2014
Five Star Professional partnered with Boston Magazine to recognize a select group of financial advisors who provide quality services to their clients. In Boston, of the 3542 financial advisors considered only 814 received the 2015 award.
No Cookie–Cutter Solutions
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, and annuities. I use them to build custom portfolios, trusts, and retirement plans for people and organizations.
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The last time consumer confidence got as high as this March was in December of 2000 during the tail-end of the dot-com boom. Back then though, it took only three months from that great reading for the U.S. to enter a recession.[...]