Built With Experience, Tailored to You
Customized wealth management is just that: investment solutions built around your life, family and personal goals. We are a Boston-based wealth management firm that operates with a belief that client needs differ and deserve individual attention.
1. Get to Know You
Our portfolio managers meet with you to understand your financial situation, goals and risk tolerance.
2. Customize
We then prepare an investment plan tailored to your needs.
3. Monitor and Adjust
Once the portfolio is in place, our team actively monitors investment performance, market conditions, and progress toward your goals, making appropriate adjustments on an ongoing basis.
“
The size and structure of our firm facilitates clear, quick, and consistent decision-making. This is an integral element of our research and portfolio management efforts.
Geoffrey D. Chamberlain, CFA
Senior Vice President,
Director of Portfolio Management
