It is truly a honor to be among the Boston-area Advisors recognized as a Five Star Wealth manager for twelve years! I am humbled and grateful for your trusted support. I look forward to continue working with you and your families. Honorees were featured in the March edition of Boston Magazine.
This award was issued on 1/1/2023 by Five Star Professional (FSP) for the time period 1/1/2023 through 12/31/2023. A fee of $650 was paid for this award emblem.
Our Fall 2019 Workshop educated CPA's on retirement strategies for their clients that can withstand against market and tax fluctuation.
Our Spring 2019 Workshop discussed the growing needs of their older client base.