Solutions based on your personal circumstances,
not your demographic profile
Financial planning is a broad and multifaceted effort that involves the integration of investments with other financial considerations. Your plan is the foundation on which we set goals that shape your financial health in practical, understandable terms.
Investment Advisory
Our investment advisors help you define your objectives and construct portfolios that will serve you well over the long term. Together we make smart decisions about how to allocate assets and choose underlying investment vehicles all while seeking to minimize your annual tax burden.
Investment Management
We are a boutique. We tailor investments to meet the unique needs of our clients. We offer a suite of customized equity and fixed income solutions run by a seasoned team of portfolio managers.
We assign a financial planner and investment advisor to every client.
Meet our Client Advisory Team
Susan MacMichael John, CFP®
Principal, Managing Director of Financial Planning
Roger Begin CFP®
Principal, Private Client Advisor
Wendy M. Bush
Private Client Advisor
Laurie Faille, CFP®
Principal, Private Client Advisor
Landon Fritch, CFP®
Principal, Private Client Advisor
Mike Genovese, CFP®
Private Client Advisor
Thomas Goodwin, CFP®, EA
Principal, Private Client Advisor
Daosith Lemay, CFP®
Principal, Private Client Advisor
Katharine Manning, RMA®
Principal, Private Client Advisor
Glen Martin, CFP®
Principal, Private Client Advisor
Scott Mazuzan, CFP®
Principal, Private Client Advisor
Peter Miniati, CFP®, JD
Principal, Private Client Advisor
Corey B. Pomerleau, CFP®
Private Client Advisor
Jacqui Borukhov FPQP™
Paraplanner
Valerie Brown, FPQP™, CFEd®
Paraplanner
Jessie Butler FPQP™
ParaplannerMeet our Investment Advisory Team
R. Thomas Manning, Jr., CFA
Principal, Chief Executive Officer and President
Robertson P. Breed, CFA
Principal, Managing Director of Investment Advisory Services, Portfolio Manager
Keith Elflein
Principal, Managing Director of Quantitative Strategies, Portfolio Manager
Ellen Hazen, CFA
Principal, Managing Director of Proprietary Investment Management, Portfolio Manager
Ryan McQuilkin, CFA, CFP®
Principal, Managing Director of Fixed Income, Portfolio Manager
Steven Violin, CFA
Principal, Managing Director of Proprietary Investment Management, Portfolio Manager
Andrew Wetzel, CFA
Principal, Managing Director of Sustainable Investing, Portfolio Manager