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For further information regarding our investment portfolio management services please complete our confidential contact form or call
Ed Sullivan, Vice President, at 617-557-9800.

Understanding Your Wealth


A financial plan allows you to develop confidence in your ability to achieve your long term goals. The plan is developed in consultation with your Portfolio Manager and other professionals as needed.

The plan can include:

  • Cash flow projections including income and expenses
  • Projections of your net worth over time
  • Indication of the impact of inflation
  • Asset Allocation strategy
  • Calculation of estimated Required Minimum Distributions from IRAs
  • A Roth IRA conversion comparison
  • Estate strategy impact
  • Real estate purchases and sales
  • Education expense analysis