We will begin by getting to know you—your goals, needs, considerations and everything that matters to you. Whether we meet with you in the relaxed setting of our beautifully renovated headquarters located in the historic town of Groton, MA, or virtually, we will have a guided conversation to identify your vision, values, and aspirations. Our aim is to develop a deep understanding of your current situation as well as your specific concerns, challenges, and goals so that we can design a plan to best meet your needs and provide you with the highest value possible. We will also give you in-depth information about our philosophy and each step of our wealth management process. You will be welcome to ask as many questions as you wish, and we will address each one in detail to help you make a well-informed decision.

Using our planning tool, we will gather all data, documents, and statements needed for a thorough analysis of your current investments. We will also determine your risk tolerance and custom-design a personalized investment strategy that will address your needs and goals.

We only work with clients where we can make a significant impact, and this step is about making a knowledgeable commitment to work together. We will share our findings, discuss our recommendations, and outline the steps required for you to have the highest probability of achieving your goals. After that, we will discuss fees, sign the documents needed to go forward, and schedule your wealth management plan meeting.

We will develop your personalized wealth management and investment plan by employing our proprietary Wealth Management Framework. The areas we will cover in accordance with your strategy may include retirement planning, insurance and liability management, education planning, business succession planning, charitable giving, estate planning strategies, and family dynamics.

We will execute the investment strategy we have agreed upon and transfer your existing assets in accordance with your personalized wealth management plan.

We will meet again in person or virtually to discuss your first statements, go over paperwork, review online resources, and devise a schedule for our future meetings as needed.

We will perform systematic investment and performance reviews and also regularly monitor your wealth management plan. You will be able to continuously evaluate our services as you move toward your objectives. In addition, we will keep in close contact with you to make sure we are up to date on any changes in your life, needs, or goals.

We will monitor your investment strategy and management plan on an ongoing basis and ensure the results are in alignment with your goals, explain your investment statements, and address any questions or concerns that may arise. We will also make proactive recommendations regarding realignment whenever needed so your wealth management plan reflects the evolving needs and goals of your life.