ABOUT OUR FIRM
For more than a decade, we’ve been working with families and businesses in the North Shore area to help them better manage and protect the assets they’ve worked so hard for. Our clients are not numbers to us, we take the time to truly get to know them and understand their hopes and dreams, as well as fears and concerns, before we make recommendations. Some of our clients have already done some planning but are not happy with the results, and others have not yet begun. Either way, we’ll meet you where you are, assess your specific situation, and empower you with information on all of your opportunities so that you can make the best possible decisions for your needs, wants, and goals. With many of our clients, we operate as the quarterback of their financial team, coordinating with their CPAs, attorneys, and other specialists, as needed. We also have access to a team of professionals with backgrounds in investment, estate, and business planning. Some of our key services include:
*Financial Planning offered through Dennis' affiliation with Eagle Strategies LLC, a Registered Investment Advisor.
