We are a Boston, Massachusetts based financial planning and investment advisory firm. We provide fee-only wealth management services to executives, entrepreneurs and other individuals. We strive to add value through active management of each client portfolio.

As a "fee only" wealth management firm, our ONLY form of compensation is the advisory fee that our clients pay us. We do not receive commissions, "sales kickbacks", loads, 12b-1 fees or any other form of compensation for products we recommend.

As a result, our incentive to perform well is directly aligned with each client's investment objective. We appreciate your interest in our firm and encourage you to contact us if you need additional information. You can also view our Blog if you are interested in learning more about our current view of the state of the markets.