You are:
looking for wealth management solutions with your whole life-and all its moving parts-in mind.
We are…
Trusted confidantes, dream architects, authentic, thoughtful, straight-shooters. We work with people throughout the nation who see their future as greater than their past.
We empower…
Women with their wealth. Our innovative Future Focus Quest™ is designed to ask thoughtful questions to build the most realistic and strategic plan.
We believe…
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.
Let’s redefine Valentine’s Day.
Life threw you a curve ball.
Dear widow, now that Valentine’s Day is around the corner, and you may want support.
Learn more about our FREE luncheon on Saturday, February 9th at The Sun Tavern.
WHC Chat
Let’s redefine Valentine’s Day: A luncheon for widows on the South Shore and Cape Cod
Life threw you a curve ball. Dear widow, now that Valentine’s Day is around the corner, and you may...
January 8, 20190
What’s better? Giving to family or giving to others?
What’s better? Giving to family or giving to others? During this holiday season, we shopped for gifts for family...
January 4, 2019
2018 Rise Up Re(treat): a transformational weekend
This year’s Rise Up Re(treat) was everything we had hoped for and more: uplifting, transformational and filled to the...
December 21, 2018