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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.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More
Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn More
Encore Careers: Push Your Boundaries

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn More

Our Team

Gregg Catsoulis

Gregg Catsoulis

Managing Director, Employee Benefits

Jon Loranger

Jon Loranger

Chief Compliance Operations Officer

Maggie Dumas

Maggie Dumas

Client Services

Learn How We Can Help You

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