Helping Bring Clarity to Your Vision

We understand and appreciate that there are many financial companies from which to choose. The plethora of options for investments, wealth transfer, and tax optimization can be very challenging and confusing.

We believe that ultimately what distinguishes us from other available options includes our broad business experience, our knowledge and the service that we provide the people we work with.

Whereas wealth management has generally evolved into a race to capture "assets under management" for firms and advisors, we practice traditional financial planning where our process considers and analyzes your entire financial situation first and foremost. As CERTIFIED FINANCIAL PLANNERTM professionals (CFP®), our job is to fully understand your complete financial picture before we evolve into managing your family assets and wealth.

Our goal is to serve as a "family office" for you. Thus, our success is measured by the overall relationships we establish with each person and business we work with while practicing the highest standards of compliance to the rules that govern our industry.

Planning is not only about investment returns and tax bills.  It's about people, character and the impact we make during the short time we are here.


Maine Office
Agatha James Business Center
69 York Street, Suite 1
Kennebunk, ME 04043
Telephone:
207.985.8585
888.683.7834

New Hampshire Office
Pease International Tradeport
14 Manchester Square, Suite 275
Portsmouth, NH 03801
Telephone:
603.766.0471
800.439.0652



Featured Content: Latest Article and Market Commentaries
Most Recent Article
Preparing Your College Student for Financial Responsibility If you're sending a child off to college, here are some tips to help your student manage his or her finances.

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Market Updates
Last Updated: 08/25/14


CFP®, CERTIFIED FINANCIAL PLANNER™ and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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