01. It’s About You,

As a firm, our focus is to understand your goals and priorities, and develop a plan to reach them. We are passionate about the importance of comprehensive wealth and estate planning guidance to create a holistic financial plan.


02. Your Plan,

We strive to align your vision into a financial planning roadmap with understandable milestones so that you know where you are on your chosen path. Having a plan in place gives us the opportunity to proactively and regularly address your questions, the things that keep you up at night, and the changes life brings.  

03. And Personal Guidance

We will be your partner along the way to coordinate the services of all of your other professionals, monitor your life changes, and provide recommendations to help you stay on course (or create a new one!) We’ll always be accessible to talk about the here and now, as well as your future - because we want to relieve stress, not create it.

Meet Our Team

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It is wonderful being out in public again without wearing a mask, and we have enjoyed the opportunity to start meeting with some of you in person. While we’re thrilled to be moving in the right direction in terms of the pandemic, the good news is that our practice has experienced tremendous growth over the last two years. With that growth comes the challenge of continuing to support our clients in all aspects of their...
When Jamie Fox of Brooklyn, N.Y., traveled to Europe for the first time in 2005, her mom was a nervous wreck. To help alleviate her concerns, Fox promised to call her as soon as she landed at Heathrow Airport in London. “When I landed I noted the pickpocket signs everywhere and chuckled to myself,” Fox said. “I’m [originally] from Philadelphia, so I was pretty sure I could handle myself in London.” After stopping at the...
Rick Ropelewski |
Ever since the positive vaccine test results in November, I’ve been saying that there seems to be light at the end of the long Covid tunnel. And that light has been getting a little bit closer every day. With Massachusetts now lifting virtually all restrictions, I feel like the end of the tunnel has arrived. That doesn’t mean everything will go back to how it was in 2019 overnight. I long resisted working from home...