Planning for retirement and Life’s Transitions
Our Mission
Life brings transitions – milestones we plan for such as retirement, a career change, the sale of a business, as well as unplanned life events we may not have expected. You want to make the right financial decisions for you and your family to prepare for these events and seek an experienced team of fiduciaries who put your needs first.
How We Help
As an independent advisory firm, we’ve been guiding clients and their families since 1992. While many of our clients reside in Western Massachusetts, including Amherst, Northampton, Springfield, and Longmeadow, we also work virtually with clients throughout the country.
Financial Planning
A comprehensive approach to financial planning that covers every area of your financial life.
Investment Management
Evidence-based investment strategies with the least amount of risk needed to reach your goals.
Retirement Planning
Planning that helps you achieve the lifestyle you desire.