* The Forbes Best-In-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survery was used for rating. This rating is not related to the quality of the investment advice and based on solely on disclosed criteria.
food drive
This Spring, we organized a food and supply drive for the local charity, Beverly Bootstraps and ultimately donated 251lbs of items. Beverly Bootstraps provides critical resources to families and individuals so they may achieve self-sufficiency. They offer emergency and long-term assistance including food and housing stability, adult and youth programs, education counseling and advocacy. The Beverly Bootstraps is entirely community funded and supported.

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