The Team
Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we help our clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Our Advisors

Barbara Case

Barbara Case

Private Wealth Advisor

More about me...

Contact

barbara.case@ampf.com

617.451.1400

Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies

Education

Eastern Nazarene College, Quincy, MA - B.S. Business Management
CA Insurance #0F05293

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Our Staff

Lenna Matthews

Lenna Matthews

Lead Registered Client Service Associate