75 Central Street
Beyond all the numbers and details, we love helping people and simplifying their lives.
No one plans to fail, they simply fail to plan. We are your partner in this process and journey.
"Having run both Boston and NYC marathons, I believe that the planning process is similar to a marathon, not a sprint. It should be functional and adaptable over the course of a client’s lifetime. It is not one and done — it is something that should evolve as life circumstances and financial needs change for a client. It is a relationship process as much as it is a financial-planning process — maybe even more so." ~ Jerry Nigro, Founding Partner