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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.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
Learn More
Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn More
Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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

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