Join Us!  

We're searching for a Financial Planning Associate to join us in our Boston-area headquarters. Apply today on our Career Portal.

Our Community Gifts Committee announces this quarter's support

It is with great pleasure and humility that our Community Gifts Committee was able to support a number of philanthropic causes, nominated by our colleagues.

I Married a Robot: How Artificial Intelligence Will Change Our Lives

Without our really noticing it, artificial intelligence (AI) is creeping ever more closely into our daily lives. As AI gets more sophisticated and weaves further into the fabric of human existence, what are the implications for work and society as we know it? Read more in Bruce Simon's most recent Investment Insight.

Focusing on the Bottom Line:  Investing in a tax-efficient way

Wealthy individuals have the unique ability to pursue investment strategies similar to traditional institutional investors, such as endowments, but have the added challenge of considering the tax impact of their choices.  Read more on how we helped this client keep tax costs down.

June 2 | Harvard Business School Panel: Aging Parents

On Saturday, June 2, Jennifer Dowling Dougherty will be a featured panelist alongside other industry experts to discuss Aging Parents.  

Aged Healthy, Wealthy & Wise, Private Author Talks & Signings

May 23 | TIGER21, Boston, MA
May 31 | New England Women in Family Office, Boston, MA
June 26 | Private event, Portland, ME

Our very own Coventry Edwards-Pitt, CFA, CFP® will share a number of stories she learned from vibrant elders while writing her new book Aged Healthy, Wealthy & Wise, the second in her Healthy, Wealthy & Wise Collection. Attendees will leave inspired, with a roadmap for how to improve their own aging and ensure that it positively rather than negatively impacts their families.

To request more information on booking Covie for your family or business event, please email info@agedhealthywealthywise.com. 

Ryan R. McManus, CFP® 

Ryan is an Investment Advisor and works directly with clients on all aspects of their financial affairs, including investment, tax, estate, retirement, college, insurance, and debt planning.  He is particularly interested in helping families transition to new phases of life, guiding them through all the financial hurdles that come.