206 Boston Post Road
We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As a fiduciary, we also provide expert, objective and independent advice, putting your needs and best interests first.
Whether your goal is a comfortable retirement, saving for college, or establishing a legacy for your loved ones, we can help. Ultimately, how successful you are is dependent on your investment strategy and the people you trust to implement it. We build customized portfolios based on each of our client’s individual risk tolerance, liquidity & income needs, time frame, and tax brackets.
* Professionally Managed Accounts
* Mutual Funds and Exchange Traded Funds
* Annuities: Variable, Equity Index, Variable Index, Fixed
* Stocks, Bonds, CDs
*Asset allocation does not ensure a profit or protect against a loss.
Stock investing involves risk including loss of principal. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No strategy assures success or protects against loss.
Understanding the cycle of investing may help you avoid easy pitfalls.