About Us

Our team is named for Cape Cod’s historic Nobska Light because it best represents what we believe is our responsibility to you: to be a beacon of positivity you can count on to be there to guide you, especially in stormy weather. We take pride in our client-first focus and hands-on personal approach, doing things differently to build a bridge of trust that’s essential for our collaboration. We rarely wear a tie, we prefer to sit next to you at your kitchen table rather than across from you in a conference room, and we’d rather talk in person than by phone. It’s about making you comfortable and demonstrating that you are our priority. We walk the walk and talk the talk—it’s how you know we genuinely care about you.

We’ve worked hard to earn our reputation as a relatable, responsive, knowledgeable team respected for our integrity and high level of personal service. Our professional backgrounds in business and politics give us deep experience and a range of capabilities we leverage to help fulfill your diverse financial and wealth management needs—in all kinds of weather.