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“I was referred to Jim through a coworker and I'm so glad I made the investment to work with him. I was looking to get some advice on what to do with my 401k and my overall financial s ituation. I had so much anxiety about money and didn't even know where to start or what to do! Working with Jim was exactly what I needed. [He] has been the financial advisor to set me up financially to live my best life!”

Rebecca T.Boston, Massachusetts

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“Working with Jim and the SPC team for both wealth management and subsequently, portfolio management has been the best decision of our financial planning lives. They do an exceptional job in helping us contextualize the impact of the rapidly changing economy on our financial life and family planning. They're true partners, educators, advisors, connectors, and friends.”

Kun Y.Boston, Massachusetts

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“When we first had difficulty with a Long-Term Care policy for our father, Jim jumped right in to help us untangle the mess that we had. He is such a great resource and so very knowledgeable with our insurance needs on so many levels. The team at SPC always goes above and beyond measure to help with our investment and financial planning needs. It gives us great piece of mind to know our finances are in such capable hands.”

Kelley S.Bridgewater, New Hampshire

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“My wife and I merged our financial investments shortly after our marriage and are delighted with the personal attention to our goals and desires. It is a pleasure and to be associated with a firm with top credentials in financial planning and a track record of putting client interests first. After years of working with a brokerage firm that clearly put their own interests first, SPC has been a refreshing change.”

Jack F.Arlington, Virginia

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“When our investments were not performing as we had hoped, we turned to Silver Pine Capital to take a look at what we had and to see where we might do better. Rob was a huge help in the transition and we are very pleased, not only with the performance, but the individual care he gives us as we plan for our future needs. He has found opportunities for us that have proven to be extremely beneficial.”

Steven S.Bridgewater, New Hampshire

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“Silver Pine Capital takes the time to completely understand their client’s needs and wants and the true value in the business of their clients. Their integrity was very apparent from the start of our communication which in the brokerage world is hard to find. We wouldn’t think of working with anyone else.”

Ricki F.Arlington, Virginia

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"For nearly five years now, Rob / SPC has consistently been responsive, thoughtful, pragmatic, understandable (really does bring Wall Street to Main Street!), and delivering strong results. Rob / SPC is a keeper."

Jeremy B.Lincoln, Mass.