Call or e-mail now for a free, no obligation one-hour initial consultation to discuss your personal situation and begin the planning process.

Wealth Management Advisors can send you a fact finding organizer to assist you in your data gathering for our initial meeting.

Please e-mail us at and we will send it to you when you set up a consultation meeting or call our office to make arrangements (877) 448-3400.

Please bring the following to our first meeting:

  • Your current estate documents (Wills, Trusts, etc.)
  • A balance sheet listing your assets and who owns each asset (Which spouse, joint, etc.)
  • A list of life insurance policies, their ownership and the stated beneficiaries of the insurance
  • A list of other insurance policies, their coverage and purpose
  • A summary of your annual income and expenses
  • A list of some of your goals for your family`s wealth



Main Office:

600 Clark Road, 4th Floor,
Tewksbury, MA 01876


Satellite offices:

Southwest Florida:
780 5th Avenue South, Suite 200,
Naples FL 34102

225 Franklin Street, 26th Floor,
Boston MA 02110