Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

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®, CEPA®
CEO & Managing Member
Andrew Litzerman, CFA®, CMT®
Chief Investment Officer
Christian (Chrissy) Sullivan, CTFA, CFP®, CDFA®, CEPA®
Director of Wealth Planning
Laurie Barrett
Director of Client Success
Donald Nelson, IACCP®
Director of Operations and Chief Compliance Officer
Suzanne Russo, FPQP®
Investment Services Manager
Chloe McCarthy
Co-chief Morale Officer
Chloe Litzerman
Co-chief Morale Officer

News & Insights

How to Steer Clear of Fake Websites

By Laurie Barrett on Mar 25, 2024

March 2024 -- The problem of sophisticated "spoofed" websites that are designed to convince users that they are visiting sites owned by legitimate businesses, like Schwab, are a growing threat.  Not to worry! We're here to arm you with knowledge so you can recognize spoofed websites and steer clear of them. Please read on to learn more.
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January 2024 -- The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year.
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2024 Key Financial Data

By Laurie Barrett on Dec 18, 2023

December 2023 -- Keep this reference card handy! Clicking the link will automatically download a .pdf card of 2024 Key Financial Data, updated by any current legislation as changes occur.
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