Thinking about retirement? You will be happy to know that we’ve been thinking about it for the past 40-years.

Your Local Financial Advisors

We know that not everyone enjoys combing through tax forms, reading trust documents, analyzing portfolio statistics or running through retirement projections. Fortunately we do. Our clients know that we are excited by our work, leave no stone unturned and have their backs. It’s what gives our firm purpose. Hopefully we will be able to continue doing so in the Danvers community for another 40-years.

Our Firm’s Services

Financial Planning

We help families with personalized financial planning. Our experienced financial advisors (average financial advisor has 22-years of experience) create custom solutions to meet your goals, using advanced tools and deep market knowledge. We cover retirement planning, tax strategies, and estate planning to build a strong financial future.

Investment Management

Our financial advisors tailor investment management services to fit clients' goals and risk tolerance. Our skilled team creates personalized strategies, provides portfolio management, allocates assets, assesses risk, and monitors performance for long-term growth. We are dedicated to being transparent, knowledgeable, and focused on serving clients to help achieve financial success.

Stonehearth

Strength & Stability

Warmth & Relationships

“It's an honor to help families with their finances and to be there with them as they transition through life's stages. Thank you to the families that have partnered with us and entrusted us for help and guidance.”

-Jamie, Senior Financial Advisor & Owner

Our Most Popular Articles

6 Risks That Might Threaten Your Retirement

A guide for individuals and families to identify the unforgiving risks that may tarnish the golden years.

Trusts In Estate Plans

What is a trust and when should you consider using one? What’s the difference between revocable and irrevocable trusts and how can a trust lower estate tax exposure?

Events

CIO Corner

Want to know what our Chief Investment Officer (CIO) is looking at?

Next CIO Corner….

Click the link below to register for the live event, or email us if you would like to be notified when the recording is available.

Frequently Asked Questions

  • Yes.

  • Almost all of our clients hire us for both financial planning and investment management services. About half of our clients are retired and the other half are still working. Most of our retired clients have investable assets between $1m-$5m. Clients that are still working typically have a lower amount to invest, but have strong household income of $300K+ and an affinity to save. Most clients live within 50-miles of Danvers MA, but we also have a healthy number of clients in NH, ME, VT, FL, NY and CA.

  • Clients typically meet with their advisor once or twice a year.

  • Financial Planning is billed hourly at $295/hr or at a flat rate of $2,995. Financial planning and investment management services are charged based on assets under management. Be sure to check out our fee structure and fee calculator.

  • Schedule a complimentary 30-minute meeting with one of our advisors.