Our Approach

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.


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Dan, Doug, Mel, Brett, Stephen, Alfred and Paul were featured in the February issue of Boston Magazine as a 2014 FIVE STAR Wealth Managers

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options

Community Participation

  • Pie Seller: 2013 Pie in the Sky, providing meals to the critically ill in Massachusetts
  • Participant: 2013 Ozzie's Kids, helping upwards of 1,000 children over the holidays
  • Sponsor: Coreen Nash in the 2013 Boston Marathon, supporting The Melanoma Foundation of New England
  • Sponsor: 2012 Newton 10k Race, benefiting the Judith Rose Shea Foundation for Ovarian Cancer

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