Money Pro Helping Boomers and Seniors throughout Essex County of Massachusetts
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Fee-Only Wealth Management
 
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All roads lead to Rome.  Some are faster and more direct.  Some are bumpier and meander.  Any vehicle can get you where you want to go but the important question is finding which vehicle and which road make the most sense for your personal journey.
 
My role is to provide a road map for the most direct route to get you where you want to be in the time and vehicle you choose.

All of our services are designed to help you achieve your financial goals and contribute to your peace of mind.  We offer comprehensive, holistic planning and investment management services using secure, state-of-the-art technology.

 

We tailor our services to the unique needs and goals of each client.  Since each financial decision tends to impact other life decisions, we encourage working collaboratively with other professional advisors to make sure all oars are pulling in the same direction.

 

Our investment management strategies provide a range of choices and are designed to be tax-wise and globally diverse at a cost that may be lower than traditional professional investing.