“Every person is different, we think our process is too.”
We believe the wealth management process should be collaborative and long-term
with a focus on improving the overall financial well-being of our clients.
Wealth Management
“Every person is different, we think our process is too.”
We believe the wealth management process should be collaborative and long-term with a focus on improving the overall financial well-being of our clients.
Our Process
Together we tackle the challenges most important to you.
We created our process to help busy, successful people become more organized and have more visibility into their financial lives. We help you prioritize your goals and make empowered financial decisions that support your true passions in life. Here are just a few areas we feel strongly about.
Financial Position & Cash Flow
Having a clear understanding of your starting point is critical to a sound financial plan. We’ll assist you in evaluating your entire financial world and help you make sense of where you are and where you want to be.
Investing & Growing Wealth
We feel that financial goals are accomplished through a disciplined investment strategy and believe that wealth is created over time. We’ll review your investment portfolios to ensure you’re on the right path.
Protecting What’s Important
Making money is hard, but keeping it is even harder. We’ll provide a thorough review of all the risks associated with your financial plan and give specific recommendations on how to mitigate and avoid them.
Our Process
Together we tackle the challenges most important to you.
Financial Position & Cash Flow
Having a clear understanding of your starting point is critical to a sound financial plan. We’ll assist you in evaluating your entire financial world and help you make sense of where you are and where you want to be.
Investing & Growing Wealth
We feel that financial goals are accomplished through a disciplined investment strategy and believe that wealth is created over time. We’ll review your investment portfolios to ensure you’re on the right path.
Protecting What’s Important
Making money is hard, but keeping it is even harder. We’ll provide a thorough review of all the risks associated with your financial plan and give specific recommendations on how to mitigate and avoid them.
Frequently Asked Questions
What's discussed during a meeting?
During a meeting, we take a systematic approach to evaluating all areas associated with your finances. Sometimes we discuss big concepts like your investments, while other times we might talk about what college your children want to attend and how you’re going to pay for it. We provide a road map for your journey and follow your lead for what you’d like to tackle along the way.
What do you charge?
We charge a monthly fee that’s calculated based on your income, assets and the complexity of your situation. Clients can choose to pause or leave the program whenever they’d like, hopefully when they feel more comfortable, better informed and ready to manage their finances themsevles.
Do you provide tax planning?
Yes. Although we are not CPA’s or Enrolled Agents, we will certainly help you get things together and prepare to file your taxes. In addition we review the tax returns of all our clients to ensure the decisions you are making are “tax efficient” across your financial plan.
”Working with Jim was exactly what I needed. Someone I could trust to tell me what to do that was best for me.
Rebecca T.Boston, Massachusetts
”Rob was a huge help. He has found opportunities for us that have proven to be extremely beneficial.
Steven S.Bridgewater, New Hampshire
Frequently Asked Questions
What's discussed during a meeting?
During a meeting, we take a systematic approach to evaluating all areas associated with your finances. Sometimes we discuss big concepts like your investments, while other times we might talk about what college your children want to attend and how you’re going to pay for it. We provide a road map for your journey and follow your lead for what you’d like to tackle along the way.
What do you charge?
We charge a monthly fee that’s calculated based on your income, assets and the complexity of your situation. Clients can choose to pause or leave the program whenever they’d like, hopefully when they feel more comfortable, better informed and ready to manage their finances themsevles.
Do you provide legal or tax advice?
No. We’re not attorneys or accountants, but we know lots of them. We’ll regularly introduce clients to other professionals that can provide guidance on any area of concern outside the scope of our expertise. It’s also fairly common for other professionals to join meetings to help us better understand any complex concerns that might arise during the process.
”Rob was a huge help. He has found opportunities for us that have proven to be extremely beneficial.
Steven S.Bridgewater, New Hampshire
”Working with Jim was exactly what I needed. Someone I could trust to tell me what to do that was best for me.
Rebecca T.Boston, Massachusetts
Get in Touch
Ready to get started?
Questions? We’ve got answers. Leave us a message and we’ll be in touch.
Get in Touch
Ready to get started?
Questions? We’ve got answers. Leave us a message and we’ll be in touch.
