Our name says it all — new wealth is our only business. Because of this focus — unique in all of New England — our practice goes far beyond basic money management to address tax, estate, philanthropic and other issues of special relevance to the newly wealthy.

We help clients answer critical questions about their goals and needs, and translate those answers into smart, efficient wealth planning. These questions include:

• What financial decisions and responsibilities can I entrust to an advisor without losing control of the outcomes?
• What immediate steps can I take to protect assets from current and future taxes and unforeseen risks?
• How should assets be invested to balance risk and return?
• How and when should the next generation be involved in financial matters?
• How can I be confident that my personal and professional vision will live on after I am gone?
• Whom can I trust to act as a quarterback or coordinator of the various professionals I rely on?