Awards and Industry Recognition
Our team is intentionally built to help our clients articulate and achieve their financial goals.
Our nationally recognized, multi-generational team provides deep functional expertise to high-net-worth families. As one of Boston's leading wealth advisors, we center our practice on enabling our clients to meet their financial goals.
You benefit from our investment portfolio construction, comprising three areas of expertise that are very relevant for high-net-worth families:
- Municipal bonds
- Asset allocation and private investments
- Exchange-traded funds (ETFs)
We offer the J.P. Morgan Advantage—the firm's fortress balance sheet, #1 research team,1 robust alternative investments platform and a solid commitment to strengthening cybersecurity defenses. You can take comfort in knowing your wealth planning needs are being managed by one of the industry's strongest financial services firms.
We are passionate about giving back and in 2019, we launched the Financial Literacy for Youth (FLY) program that provides financial education to underserved individuals and communities throughout Greater Boston.