216 Essex Street
Your interests and goals always come first.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
(Clockwise from top) Rob Lutts, President with principals: Greg Stevens, Senior Wealth Manager; Sonia Ernst, Operations & Trading Manager; and Jim Gasparello, Director of Wealth Management.
WEALTH MANAGEMENT & CLIENT SERVICES
Principal, Director of Wealth Management
Principal, Senior Wealth Advisor
Senior Financial Planner, Portfolio Manager
Senior Tax Manager
Senior Wealth Advisor
Client Services Specialist
Founder and President
Chief Investment Officer, Senior Portfolio Manager
Assistant Portfolio Manager
TRADING & OPERATIONS
Principal, Manager of Trading and Operations
Trading & Operations Associate
Accounts Payable / Accounts Receivables Controller
Marketing & Operations Associate
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.