Your First Call For Life’s Biggest Financial Decisions
Financial Advisors in Transition
Your First Call For Life’s Biggest Financial Decisions
Structured for Success
Your First Call For Life’s Biggest Financial Decisions
Busy RetireesYour wealth isn’t ordinary, and neither are we.
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With more than 500 years of combined experience, our team helps clients with our planning-first, virtual family office approach to wealth management.
Why Choose A Virtual Family Office?
For starters, you’ll have access to a multi-generational team comprised of 32 industry professionals driven to design bespoke wealth management strategies. In addition, our extensive network allows us to bring in CPAs and attorneys to form a team focused on your priorities.
Beyond our team’s collective experience, we understand that building wealth takes time—and our long-term, process-driven philosophy allows us to consider a variety of options and angles, so you can focus on what matters most to you.
A Relationship Built On Client-First Advice
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We combine personalized wealth management for executives, business owners and families with institutional consulting for corporations, nonprofits and family offices.
Some of our clients include:
Recognized Among The Industry’s Finest
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Barron’s Top 250
Private Wealth Team, 2024-2025
2025 Barron's Top 250 Private Wealth Management Teams: Awarded May 2025; Data Compiled by Barron's based on the time period from Jan. 2024 - Dec. 2024 (Source: Barrons.com). 2024 Barron's Top 250 Private Wealth Management Teams: Awarded May 2024; Data Compiled by Barron's based on the time period from Jan. 2023 - Dec. 2023. The Barron's Top 250 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year's size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Barron’s Top 100 Private Wealth Management Teams, 2022-2023
2023 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2023; Data Compiled by Barron's based on the time period from Jan. 2022 - Dec. 2022 (Source: Barrons.com). 2022 Barron’s Top 100 Private Wealth Management Teams: Awarded April 2022; Data Compiled by Barron's based on the time period from Jan. 2021 - Dec. 2021. The Barron’s Top 100 Private Wealth Management Teams are evaluated on a range of factors for the Financial Advisor and their team, who specialize in serving individuals and families. Factors included in the ratings include their previous year’s size and shape, the regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Forbes Best-In-State Wealth Management Team, 2024, 2025
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. View full disclosure
Advisors In Transition
We welcome conversations with financial advisors in transition, including those preparing for retirement, relocation, or simply looking to start a new chapter in their career.
Our Designations Make a Difference
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We consider our team to be among the nation’s most knowledgeable. Beyond graduating from prestigious institutions including Yale, Columbia, Boston College, Boston University, Bentley and Sacred Heart University, we hold an impressive number of certifications to help elevate your wealth’s potential, including:· Certified Financial Planner® (CFP®)
· Retirement Income Certified Professional (RICP®)
· Chartered Special Needs Consultant® (ChSNC®)
· Chartered Financial Analyst® (CFA®)
· Certified Exit Planning Advisor® (CEPA®)
· Certified Divorce Financial Analyst (CDFA®)
· On-site notaries
