Setting your SIGHTS on  What Matters Most.png
team photo

What We Do

The work we do on your behalf is just a small part of your overall journey – but it is vitally important. We want you to be able to spend your time and energy on what matters most to you and your family. We are your guides and trusted advisors, and we look forward to seeing you thrive.

Let’s Forge Your Path

We look forward to meeting you and getting to know more about your goals for your financial future. We’re happy to talk through your questions, concerns, and experiences in a confidential, no-obligation meeting. Give us a call today to begin.

James Watts 

Managing Director – Investments
PIM Portfolio Manager


Paul Lefebvre, CFP®

Financial Advisor
Senior Vice President – Investments


Eric Caindec, CFP®

Managing Director – Investments


Diane Yanuskiewicz 

Senior Client Associate


Vincent Zuardo

Senior Client Associate


Sarah Pieri

Client Associate