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You might have heard of our investment management approach.
You’re on the path to success and wealth. So have a plan.
Families and money can get tied up in knots.
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.
EMPOWER WOMEN SERIES
Join us every second Tuesday of the month to hear our talks. Each event covers a new topic—sometimes it’s a money-related topic, and other times it’s not.
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12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253
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