About Us
With decades of comprehensive financial consulting and coaching, we work with clients to design and execute a personal and financial roadmap for their well-being.
We collaborate with leading firms in the finance industry to serve families and businesses primarily in New England and the U.S. Virgin Islands.
We combine decades of comprehensive financial planning and coaching with academic rigor and practical advice. That gives us a perspective on wealth management that helps clients make wise financial decisions and guide them toward a more secure and successful future.
The Result?
Knowledge that your investments and life plans are effectively integrated.
Greater confidence in your ability to navigate your journey.
Wealth planning questions we help address:
Investing for your well being
- Do I have a well-thought-out Investment Plan that I revisit during the year and rebalance when necessary?
- Is my portfolio tax efficient?
- How can I maximize my returns and minimize my risk?
- What is the role of alternatives in modern portfolio management? When is
Planning for Financial Independence “retirement”
- How much investment risk is too much given my age?
- Are my life style expectations sustainable and realistic?
- Do I have a trusted team of experts
Tax Planning
- Should I do a Roth conversion?
- What tax mitigation strategies are available this coming year?
- How can I defer capital gains taxes through a 1031 DST exchange when selling my investment property?
Climate Investing
- Given my concerns about global warming, how can I integrate climate considerations into my investment decisions?
- What strategies can achieve double bottom-line results – competitive financial returns and a social impact?
- In addition to managing climate risks, how can I integrate emerging climate opportunities into my Investment Plan, as we transition to a low-carbon economy?