Our goal is to help you articulate, document and pursue your life goals. We accomplish this by designing personalized wealth management plans that align your unique financial needs with your specific financial, retirement, and life goals.
We serve a broad spectrum of business clients—business owners, institutions, and endowments—applying the same commitment of personal attention with sound, objective financial and investment advice.
by Andrew Murphy, CFA Co-Chief Investment Officer DOWNLOAD/PRINT The stock market continued higher in May as the S&P 500 increased by +0.7% in the month, bringing the year-to-date total to +12.6%. While the market remains near its all-time high, the price level...Read More
Mark Winthrop Named to Barron’s 2021 Top Financial Advisors This year’s Barron’s 2021 Top 1200 Financial Adviors ranked Mark Winthrop as #29 in the state of Massachusetts. The rankings are based on data provided by over 4,000 of the nation’s most productive...Read More
KENNETH J. DEAN CPA, CFP®, CFA, MSTSENIOR DIRECTOR, FINANCIAL PLANNING PRINT/DOWNLOAD From the perspective of a financial planner, when buying a primary residence and borrowing money in the form of a mortgage to finance your home, you should buy with...Read More