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 provide personalized recommendations for 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

David Shnitzer

David Shnitzer

Complex Director

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Estate Planning Strategies

Education

BS in Civil Engineering, Northeastern University, Boston, MA
CA Insurance #0E96400

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Ryan Gallagher

Ryan Gallagher

Associate Manager

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies

Education

University of Massachusetts, Amherst, MA Bachelor of Science

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Sebastian Gonzalez

Sebastian Gonzalez

Associate Manager

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Designations

CFP®, APMA®, CRPC®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

BA Economics and International relations - Tufts University
CA Insurance #0F88525

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