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    • Overview
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    • Tax Planning & Preparation
    • Investment Management
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Menu
  • Home
  • About Us
    • Overview
    • Our Team
    • Core Beliefs
  • Our Services
    • Getting Started
    • Comprehensive Financial Planning
    • Tax Planning & Preparation
    • Investment Management
    • How we are compensated
  • Client Access
    • Schwab Alliance
    • Orion Advisor
    • Sharefile
    • Tax Center
  • Contact Us
  • Home
  • About Us
    • Overview
    • Our Team
    • Core Beliefs
  • Our Services
    • Getting Started
    • Comprehensive Financial Planning
    • Tax Planning & Preparation
    • Investment Management
    • How we are compensated
  • Client Access
    • Schwab Alliance
    • Orion Advisor
    • Sharefile
    • Tax Center
  • Contact Us
Menu
  • Home
  • About Us
    • Overview
    • Our Team
    • Core Beliefs
  • Our Services
    • Getting Started
    • Comprehensive Financial Planning
    • Tax Planning & Preparation
    • Investment Management
    • How we are compensated
  • Client Access
    • Schwab Alliance
    • Orion Advisor
    • Sharefile
    • Tax Center
  • Contact Us

Investment Management

Given the strong bond between investment strategy and your financial plan, we offer investment management services as part of comprehensive planning and never as a stand-alone service.

A well-constructed financial plan is what drives your investment strategy. Our focus as your advisor is to help you accomplish your life’s goals as a person, not just as an investor. The success of your investment strategy should be measured by the attainment of your long-term objectives, meaning the real benchmark is really your lifestyle, not a market index.  

The core of our investment philosophy involves determining an appropriate asset allocation and then making tactical shifts as needed. Allocation and security selection decisions are made in-house by our investment committee. Our personal portfolios and company retirement plan are built with the same investments we recommend to our clients. 

Andover, MA

26 Essex Street
Andover, MA 01810
(978) 475-3242

Newburyport, MA

40R Merrimac Street
Newburyport, MA 01950
(978) 463-6660

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