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Our Services

Financial Advice for

  • Women in Transition
  • Physicians, PAs, NPs, RNs
  • Healthcare Managers and Professionals

Personalized Service

  • Financial Planning
    • Retirement
    • Divorce
    • Legacy
  • Investment Management
  • Educational Workshops
    • Retirement/Longevity for Women
    • Social Security
    • Medicare/Healthcare Costs in Retirement
    • Lifestyle Management

We utilize the latest in financial analysis technology and wealth management tools to help you organize and monitor all aspects of your finances. Using the one of the most up to date platforms, Personal Financial View, you will have 24/7 access to your financial information.

Personal Financial View is an individual website we provide clients for a single point of access to:

  • Financial and Investment Account Aggregation
  • Savings and Budget Tracking
  • Asset and Real Estate Holdings
  • Document Vault
  • Financial Analysis and Reports

All of your information is password-protected in a secure, encrypted personal website, easily accessible only to you and your financial advisory team.

To better serve you, we are able to meet with you at any of our Massachusetts or Rhode Island office locations. We can also work remotely with clients from any location via web conferencing.

To learn more, contact us for a complimentary initial consultation.