Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.


Our advisors

Peter Ashley Ramsay

Peter Ashley Ramsay

MBA, CFP®, ChFC®, CLU®, CLTC®

Private Wealth Advisor

President
Learn more about Peter Ashley Ramsay Visit Peter Ashley Ramsay's website
Bill Cratty

Bill Cratty

CFP®, LUTCF, ChFC®, CLU®, CPA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Cratty Visit Bill Cratty's website
John Lobue

John Lobue

APMA®

Financial Advisor

Learn more about John Lobue Visit John Lobue's website
Marty Ghiringhelli

Marty Ghiringhelli

MBA, CFP®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Marty Ghiringhelli Visit Marty Ghiringhelli's website
David N Ames

David N Ames

MBA, CFP®, ChFC®, CLU®

Private Wealth Advisor

Learn more about David N Ames Visit David N Ames's website

Our team

Margaret Murphy

Margaret Murphy

Business Development Director

Qualifications

  • Bachelor of Science; Salem State University, Salem, MA
  • Certified Financial Planner (CFP®)
  • Accredited Portfolio Management Advisor (APMA®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Certification in Long-Term Care (CLTC®)
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Cindy Antos

Cindy Antos

Operations Director

Qualifications

  • Bachelor of Science; Human Resource Management; Rider University, Lawrenceville, NJ
  • Master of Education; Instructional Design; University of Massachusetts, Boston, MA
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Ned Ramsay

Ned Ramsay

Financial Planning Assistant,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠
Ed Kenney

Ed Kenney

Client Concierge

Lianne Cataldo

Lianne Cataldo

Administrative Assistant

Mary Ellen Wilson

Mary Ellen Wilson

Administrative Assistant