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About Us

Your interests and goals always come first.

Building & Preserving Wealth Since 1983.

We preserve, manage and build assets to achieve your life goals.

Client Centered

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or wealth strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our goal is to simply take the stress and complexity out of your finances while you enjoy a productive and successful life. We help individuals, families and business owners identify specific goals then offer solutions that support those goals. We believe financial success is achieved when your assets empower you to reach your life goals. As a trusted advisor, our professional knowledge, integrity, and personalized approach build relationships that last. We have one common goal: your financial well-being.

Our office is located in the only surviving commercial building of its type and period in Salem, Massachusetts. The brick-and-mortar storefront, its longstanding presence symbolic of strength in the community, is located on the cobblestone-paved Essex Street in historic downtown Salem, a seaport city rich with tradition and culture.