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

Investing in the Age of Trump

Whether you love him or hate him, it is hard to deny that President Trump has an operating style that is unlike any president who came before him...So, which is it: is Trump good or bad for investors?

Taxachusetts No More: "Millionaire's Tax" denied

The Massachusetts Supreme Judicial Court ruled yesterday that a ballot initiative that would have had Bay Staters vote this fall to raise the state income on its wealthiest residents is unconstitutional. 

Giving Creatively: Donating challenging assets

A client family owned a large parcel of land, a portion of which was covered by a conservation easement.  After more than a decade of ownership, the family was unsure of what to do with the land and was growing tired of the property management challenges.  The lack of a long-term plan left the property — and the family — in limbo.

Sheila Lawrence named one of Investment News' 40 Under 40

Congratulations to Partner & Senior Client Advisor Sheila C. Lawrence on being named one of Investment News’ 40 Under 40 for 2018, recognized for not only being accomplished professionally, but also for her leadership and potential and her contributions to the financial advisory industry.

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

June 26 | Private event, Portland, ME
July 10 | Private event, Jamestown, RI
July 24 | Newton Council on Aging, Newton, MA

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 road map 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. 

Leah M. Warren, CFP® 

Leah is a Senior Client Advisor and is passionate about helping her clients succeed in all parts of their financial lives.  She is particularly interested in helping couples and families have healthy and fun dialogue about money and values.  Leah was recently a featured speaker at Bentley University's Gearing Up Conference; an event dedicated to women in the first decade of their career.  This year marked Leah's 4th time as a speaker at the conference.