28 Green Street
Newbury, MA 01951
Phone: 978.225.8386
Fax: 978.225.8398

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Our Mission

"We provide individual and institutional clients with sophisticated proprietary wealth and risk management services in the areas of investment management and fiduciary planning and compliance support."

Wealth Management


Customized investment and risk management and financial strategies for individuals, businesses, and plan sponsors.


Retirement Plan Consulting


Consulting services to pension, profit-sharing, and 401(k), 403(b), 457 and Taft-Hartley retirement plans.


The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, FL, IL, MA, MD, ME, MI, NC, NH, NJ, NY, SC, TX, VT.  

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.


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