Your brain is wired for seeming contradictions. You’re smart enough to do it all, and you need to trust and delegate. You have no time, and you somehow find more than 24 hours in a day. Your head’s in a million places at once, and you laser-in on the problem in front of you.
We have the deep experience and tools to see you through each of your challenges. Starting a new business? We have strategies for managing limited resources and planning with what you have right now. We help with stock options or setting up company retirement plans. We’re part of your flexibility when you’re taking risk off the table, or putting more on, or ready for the complicated transition of divesting. Selling part or all of the company you built can be emotional; it’s not just money that’s invested. We help you consider the financial ramifications as part of a sound financial plan—yours. Consider us your personal CFO and pursue whatever it is that’s fueling your drive to more success.
You might have heard of our investment management reputation. Here’s why.
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.
12 Waltham St
Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253