WHAT WE DO
You might have heard of our investment management approach.
Here's how we invest.
You’re on the path to success and wealth. So have a plan.
We can help you get there.
Families and money can get tied up in knots.
We’ll help untangle it.
WHO WE SERVE
You’re thinking about the next phase of life. We’ll help you navigate the waters safely.
Women, let’s get money to be a source of strength, not anxiety.
You’re an entrepreneur and accumulating wealth. We’ll help you strategize.
Your wealth is growing in size and complexity and your family is, too. We’ll help you create a multigenerational plan and legacy.
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Office
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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HTA Client Relationship Summary
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