Wealth Management firm in South Shore offering the following: 1) A single point of contact to manage your entire range of financial needs. 2) Ongoing, un-biased advice and feedback on investments, retirement planning, and insurance. 3) Personalized portfolios designed to meet individual investment goals while reducing risk, taxes, and overall costs. 4) Simplified financial statements and records, all record keeping done through Fidelity Investments. ** A copy of my current brochure filed with the Massachusetts Securities Division is able to be viewed under the website link **