Broker Check

Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

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Our Process


Richard J. West, CMFC®

Founder | Senior Partner


Our History


Elizabeth P. Sampson, CFP®

Founder | Partner


Our Values


Carl Marchitto

Partner


Our Process


Eric Howland, CRPC®

LPL Financial Advisor


Our History


Austin Pinard

LPL Financial Advisor



Our Values