Become a client
Becoming a client with us is easy. Simply fill out our information request form below and we will contact you soon or call 508.747.2237.
We are committed to putting our clients and their families first. The needs of each client are unique, requiring a personal level of service. We take the time to understand a client's long-term goals to ensure sound financial decisions for preserving wealth. We often work with several members of a family and therefore understand multigenerational planning and complex family dynamics.
Successfully managing wealth for individuals and business owners requires expertise in specialized areas. Our team of professionals share decades of combined experience working with individuals, families and businesses. We simplify the complex challenge of managing wealth and provide clients with the ability to work with a single firm for their needs.
Our Private Client Group Platform enables total integration of all elements of a client's estate plan. Our advisors adhere to a mandate to actively manage a client's plan so as an estate grows, the integrity of the plan is maintained and wealth preservation objectives are met. This connectivity to a client's plan helps support an indelible client relationship.
Our clients have a single, secure access point to their estate plan, wills, trusts, deeds, real estate holdings, insurance policies, and tax documents that can be reviewed and printed with a single click of a button at any time. Their estate plan is accessible, organized and continually updated, including real time changes in account values.
We invite you to experience our web-based Private Client Group Platform by clicking on our online demonstration . Some of the value added features you will experience include:
- Investment account aggregation
- Personal financial statements on-demand
- Personal vault/unlimited uploads
- Client profile data
- Cursory review
- Client dashboard
- Live estate planning
- Comparative reports
- Collaboration capability
- 24/7 web-based access
- Real time alerts