I provide True Wealth Management (it's all I do, so I can do it well)

I provide true wealth management to families north of Boston with $1 to $5 million in investable assets.  My service has two ongoing components:

1. Investment Management

  • Development and review of Investment Policy Statement
  • Discretionary asset management
  • Mutual funds from Dimensional Fund Advisors (DFA)
  • Portfolio rebalancing
  • Tax loss harvesting

2. Financial Planning

  • Retirement income planning
  • Integrated tax planning
  • Intergenerational asset transfers
  • College savings planning
  • Life insurance review
  • Charitable gift planning

Your fixed flat fee includes everything listed above, plus an annual review where we update your comprehensive financial plan.  You also get unlimited phone, Skype and email access to me.

If you think you might be ready to talk, check out my complimentary call.