Here, you will receive wealth management that honors today while empowering each generation that follows — not only with comprehensive strategies, but with concierge service we strive to make the industry standard.
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Why Consider Us?
Our team is structured differently. With advisors across multiple generations, we’re able to provide a continuity of service for you and your family.
You’ll gain access to independent specialists who provide investing, insurance and estate planning advice for all situations.
You’ll receive personalized, proactive concierge-level service to help meet your needs and long-term goals.
YOUR WEALTH MANAGERS
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Peter Cotter
Managing Director - Investments
Senior Financial Advisor
Lawrence F. DePaulis, CFA
Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor
Robert Donovan
Managing Director - Investments
Senior Financial Advisor
Timothy Fortune
Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor
Brendon Hutchins, CFP
Managing Director - Investments
Senior Financial Advisor
William Jarry, CFP, CEPA, CDFA
Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor
Peter Landry
Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor
David Mogan, CFP, CRPC
Managing Director - Investments
Senior Financial Advisor
Timothy Mogan, CFP, CEPA
Senior Vice President - Investments
Senior Financial Advisor
Michael Murphy, CEPA, CRPS
Managing Director - Investments
Senior Financial Advisor
Kenneth Simon
Managing Director - Investments
Senior Financial Advisor
Samuel Sinclair, CFP
Managing Director - Investments
Private Wealth Financial Advisor
Senior Financial Advisor
Russell Smith
First Vice President - Investments
Senior Financial Advisor
Stephen Sypek
Managing Director - Investments
Senior Financial Advisor
YOUR SERVICE ASSOCIATES
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Christina DelGuidice
Senior Registered Client Associate
Denise Donahue
Wealth Planning Consultant
Assistant Vice President
Catherine Godfrey, CLU
Wealth Planning Consultant
Assistant Vice President
John Landry
Wealth Planning Consultant
Assistant Vice President
Shannon Mikus, CFP, ChSNC, RICP
Senior Wealth Planning Consultant
Senior Assistant Vice President
Meghan Walsh, CFP
Wealth Planning Consultant
Assistant Vice President
Our Numbers Tell a Success Story
$6 Billion AUM (as of 11/25)
34 experienced professionals
300+ years of combined experience
30 advanced designations and certifications