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About Us
Our Firm, Our Values
Meet The Team
A Personalized Approach to Your Planning
Investment Philosophy
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Your Financial Roadmap
Women as the Household Financial Managers
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Time Segmentation of your assets into ‘Buckets’
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Mind Games
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Meet The Team
Douglas Eaton, Accredited Investment Fiduciary®, CDFA®
Principal, Vice-Chair, Market and Investment Strategy Committee
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Richard DuPuis,
CFP®
Chair, Market and Investment Strategy Committee
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Sharon Goldberg
Chief Operating Officer
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Jacki Ferreira
First Vice President
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Michele Anthony
Director of Operations
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Mario Basilone
Wealth Advisor
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Lenny Tomson, CPA,
CFP®
Wealth Advisor
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Domenick Mancini
Wealth Advisor
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Danielle Basilone
Wealth Advisor
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Tyler Boccia
Client Service Manager
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Adam Mentzer
Wealth Advisor
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Logan Harris
Wealth Advisor
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Susan Town
Compliance Audit and Billing Manager
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Elizabeth Eaton
Marketing Associate
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Schedule a Meeting With Us
About Us
Our Firm, Our Values
Meet The Team
A Personalized Approach to Your Planning
Investment Philosophy
Our Fees: Full Transparency
In The Community
Privacy Policy
Form CRS
Our Clients
Your Financial Roadmap
Women as the Household Financial Managers
College Faculty and Staff
Our Services
Areas of Financial Planning
Time Segmentation of your assets into ‘Buckets’
Family Love Letter
Your Personal Financial Portal
Resources
Mind Games
Blog
More Info
Client Access
Your Brokerage Account Access – Schwab/TD Ameritrade
Your Client Portal Login
Client Conference Call Replays
Contact