Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

What We Do

Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide:

 
Financial Planning
 
Investment Management
 
Retirement Planning
 
Tax and Estate Planning
 
Business Owner Strategies

Meet Our Team

Your Financial Portfolio is Only as Good as the Professionals Who Manage It

Monica McCarthy, CFA®, CDFA®, CPWA®
Andrew Litzerman, CFA®, CMT®
Christian (Chrissy) Sullivan, CTFA, CFP®, CDFA®
Laurie Barrett
Suzanne Russo
Donald Nelson
Chloe McCarthy
Co-chief Morale Officer
Chloe Litzerman
Co-chief Morale Officer

News & Insights

A Journey to the Edge of War and Peace

By Laurie Barrett on Jan 30, 2023

January 2023-- A note from Monica: last November, Seascape Capital invited Mariana Budjeryn, a gifted Senior Research Associate with the Project on Managing the Atom at the Harvard Kennedy School Belfer Center to speak at an event we hosted at the One Hundred Club. She spoke about the war in Ukraine and the influence of nuclear weaponry on the balance of power. What made her presentation so intriguing and relevant—besides that her doctoral thesis had analyzed the forces that led to Ukraine’s 1994 nuclear disarmament—was that she was Ukrainian. Her book, on the topic, Inheriting the Bomb, became available in December. The audience sat engrossed in her presentation and couldn’t stop asking questions when she finished her prepared remarks. Mariana and I have kept in touch. I would like to think we will remain friends for a long time. After Christmas in the US, she returned to Ukraine to celebrate the holidays with her family and friends there. Upon her return to the states, she sent me a link to an essay she wrote documenting the very poignant and often visceral experiences of her trip. Holidays in a war-torn country still fighting for its freedom….not exactly a storybook scene. Whether or not you were able to attend our event, I invite you to read her account of the courageous and resilient people of Ukraine who make up her family and friends. It can’t help but strengthen your belief in the human spirit. Read on for a link to Mariana's essay.
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Market Recap -- Q4 2022

By Laurie Barrett on Jan 24, 2023

January 2023 -- We are happy to turn the calendar to 2023. Despite a fourth-quarter rally in both stocks and bonds, 2022 ended as one of the worst calendar year returns for stocks (-18.4%) and the worst year ever for bonds (-13%). Traditional 60% stock/40% bond portfolios fell nearly 17%, trumped only by the larger losses during the 1930s Great Depression.
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2023 Key Financial Data Card

By Laurie Barrett on Jan 5, 2023

January 2023- Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2023 Key Financial Data, updated by any current legislation.
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