92 Montvale Ave., Suite 4170, Stoneham, MA 02180
Phone: 781.435.0063 Fax: 781.435.0559 Email:
Home | Request Information | Privacy Policy

PROFESSIONAL SERVICES

Specialties

Retirement Readiness

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. For your own Retirement Readiness Assessment, please click here.

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 Certificates of Deposit, we not only reduce risk, but provide secure and regular cash flow.

Wealth Management

The likelihood of a successful retirement depends largely on your ongoing rate of return. Professional management and planning can help you achieve a worry-free future. Custom-tailored portfolio design including asset allocation, risk assessment and daily monitoring of all investment positions will keep you on the right track.