We believe our team-based approach adds a broader perspective to all we do and provides increased benefits to our clients.
When it comes to wealth management, our team of professionals are well-versed in both time-tested principles and cutting-edge strategies. Whether you are a seasoned investor or just starting out, we are here to help you navigate your financial journey with confidence.


Jacob Winston
Wealth Strategist
At a young age, Jacob showed a passion for mathematics leading him to pursue a career in finance and investments. He graduated with a B.A. in finance, before completing the Certified Financial Planner® program through Boston College.