| 540 Main Street Suite 6, Winchester, MA 01890 | ||
| Phone: 1.888.323.5050 | Fax: 1.781.721.5906 | Email: |
PROFESSIONAL SERVICES
Specialties
Income Maximization
Through a disciplined approach incorporating modern portfolio theory, we provide a "multi-sector" fixed income model for maximizing income. By combining high quality corporate bonds, US Treasury notes, real estate investment trusts, high dividend preferred stocks with other income securities including the highest yield money market instruments available, we not only reduce risk, but provide secure and regular cash flow.
Retirement Transition
Devonshire believes that each person is unique and deserves individualized attention. The path to retirement may be different for everyone and therefore requires a custom designed plan. Ensuring sufficient income and preserving assets for future generations requires thoughtful and methodical strategies. As your partner, we help you navigate the process of "replacing the paycheck" with thorough long-range planning.
Wealth Management
The efficient management and preservation of your estate takes careful and detailed planning to ensure a smooth transition to your heirs and designated charities. Ongoing techniques of trust design and ownership strategies help minimize the negative effects of estate taxes while enabling an uninterrupted stream of income to your heirs and dependents.
