Offering individualized financial & investment planning services
(781)404-7009 (978)206-2375
Richard J. West, CMFC®
Founder | Senior Partner
Schedule with Rick
Elizabeth P. Sampson, CFP®
Founder | Partner
Schedule with Liz
Carl Marchitto
Partner
Schedule with Carl
Eric Howland, CRPC®
LPL Financial Advisor
Schedule with Eric
Mary Butler-Aldrich, ChFC® CLU®
Schedule with Mary
Austin Pinard
Schedule with Austin
