WEALTH MANAGEMENT

Our strategy is built on a structured approach, with the objective of providing retirement income. It follows a segmented methodology that divides your retirement into segments or "buckets" that each have a defined duration. Each bucket employs a different investment strategy, guided by an assumed rate of return, based upon the time available for the investments to work on your behalf... As an independent financial planning and wealth management firm, we specialize in helping people of significant wealth live off of their money, whether they are approaching retirement or already retired.

Primary location: Waltham United States