Our purpose is to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth, create a strategy for passing on a lasting heritage to loved ones or meaningful charities, and empower you to pursue your life’s aspirations.
Cash, Credit and Lending Solutions
We arrange: lines of credit collateralized by eligible securities (non-margin lending), margin lending (offering fast, easy access to cash and competitive interest rates), cash management tools (Visa Platinum Card, check writing, bill pay, etc.), and cash sweep options.
Our TeamWe are a full-service, high net worth wealth manager.
ResourcesWelcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.
54 Warren Street
Boston, MA 02119