Broker Check

Sandwich Office

2 Weaver Way

Sandwich, MA 02563


How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Financial Planning

Retirement Planning

Asset Management

Wealth Management

Advisory and Brokerage Services

401(k) Establishment

Servicing Life, Disability and Long-term Care Insurance




Common Stock

Mutual Funds

ETF - Exchange Traded Funds


Variable Annuities

Government Securities

Preferred stock

Unit Investment Trusts

Certificate of Deposits

Market Linked CD’s

Market Linked Growth Notes

Closed End Funds

Alternative Investments 

Income and Growth Notes

Advisory Services

Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (508) 428-7343