For practically three decades I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience thoughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the well being of my clients are the hallmarks of my client service model. A majority of my clients are in the Metro Boston area. I ear