looking for wealth management solutions with your whole life-and all its moving parts-in mind.
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
Money matters. As a Registered Investment Advisory firm (RIA), we’re beholden to no one but you. Our fees are transparent and there are no hidden costs or expenses.
Ready to make financial decisions from a place of knowledge and not fear?
Calculate your true risk tolerance by using this innovative scientific framework that happened to win the
Nobel Prize for Economics.
Loss of a spouse is the number one stressor according to Holmes and Rahe Stress Scale. Compound that stress...January 4, 2017
An invitation to relax, rejuvenate and reinvent Rise Up: A Reinvention Retreat for Widows Saturday, January 28, 2017 +...November 9, 2016
Join Dr. Alexie from Wellspring Chiropractic in Duxbury for an evening around nutrition. Rather than dictating exactly what you...October 18, 2016