Broker Check

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

We work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We can help implement solutions to address your individual needs as well as help you stay on course.

If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.


How We Help

How We Help

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Retirement Planning

Portfolio Management

Tax
Planning

Family Income Protection

Tips and Resources

The latest topics in our library to Inform and Inspire.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn More
Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
Learn More
9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
Learn More

Our Team

Gregg Catsoulis

Gregg Catsoulis

Managing Director, Employee Benefits

Jon Loranger

Jon Loranger

Chief Compliance Operations Officer

Michael  Trotter

Michael Trotter

Chief Investment Officer

Maggie Dumas

Maggie Dumas

Client Services

Ashley Plante

Ashley Plante

Compliance Coordinator

Learn How We Can Help You

Schedule a Meeting