We’re Hiring!

We are seeking an intern with an accounting or finance background to join our team this December on a part time basis. The intern will provide support to our financial planning and tax teams. Ideal candidate will have exceptional interpersonal skills and a strong desire to learn and continuously improve. Pay rate starting at $20… Read more »

Schwab Digital Account Opening Guide

For new clients joining our firm or current clients looking to add new accounts to their advisory relationship with our firm, we are now offering the use of Schwab’s Digital Account Opening Tool. We have included a link below to the step by step guide shared by Schwab to assist clients in navigating this tool.… Read more »

New DocuSign Guidance For Clients

In an effort to improve our practices and procedures to be more efficient and secure for our clients we have adopted new DocuSign tools. For those unfamiliar with DocuSign we have provided a link below to step by step screen shots on what to expect should a client receive a DocuSign email from our firm.… Read more »

Congratulations Ellen!

Please join us is congratulating Ellen Bosco-Brennan in attaining the Financial Paraplanner Qualified Professional™ Designation! The FPQP™ program covers the main facets in personal financial planning with a focus on practical application, such as estate, tax, retirement, insurance, and investments.