As the co-founder and co-president of Rhode Island-based private wealth manager Blue Fin Capital, I advise an array of clients including: • High-income professionals, who are in their peak earning years and on a path to building wealth • Entrepreneurs and business owners, who face important decisions such as whether to grow their business, or plan for a succession and ultimate liquidity event • Superstar savers, who have accumulated a meaningful amount of money from a combination of living modestly and disciplined long-term saving • High-net-worth and ultra-high-net-worth families who have worked hard over the course of their life and are now enjoying the wealth they’ve created While each