We stand by our core values of integrity, professionalism, communication, technology, and teamwork.

Integrity

As independent financial advisors, we serve our clients first and your needs are always at the heart of what we do. We believe in doing well by our clients and acting with integrity throughout every step of our financial planning process.

Professionalism

Our team diligently stays current and knowledgeable of market trends, new products, and further education. We hold ourselves to high professional standards and this due diligence benefits our clients in a variety of ways.

Communication

We are always accessible to our clients and we will address your questions and concerns in a timely manner. We educate you on your financial decisions and serve as a partner and advocate for your success.

Technology

We believe that investors deserve comprehensive strategies that align every area of their financial life, which is why we utilize cutting edge-technology to give you a living, changing snapshot of your financial life. This software provides our clients with real-time updates and changes and the flexibility of viewing their portfolio any time, from anywhere.

Teamwork

As a Baystate Financial affiliated firm, we work closely with all of our Baystate Financial associates located throughout New England, including our main headquarters in Boston, Massachusetts. We also work with a client’s other professionals, such as CPAs and attorneys, to ensure a holistic approach.

We are different because we communicate and collaborate with other professionals, including your CPA and attorneys, to ensure the financial plan we have established meets the client’s needs and works well with their overall estate plan.