(Left to Right): Ellen Stewart, Meliha Stevanovic, Thomas Hegarty, Katherine Lee, Brian Beattie

Welcome to our web site. Our mission is to provide comprehensive financial advice, individually designed for each client, delivered with the highest level of personal service and professional integrity.

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend strategies designed to fit your needs
  • Explain how changing financial conditions may affect you
  • Review your financial progress
  • Make investment planning easier

Feel free to browse our site.  You will find a variety of articles, calculators, and newsletters that we hope will answer your questions or stimulate your interest.

If you would like to schedule a complimentary meeting to discuss your specific questions or concerns, please contact us at 1(855) 520-8927.