As Certified Financial Planners our group specializes in providing comprehensive wealth management and financial planning services to a select group of clients based in both New England and across the country. We take a holistic approach to our planning process by incorporating all aspects of your financial life to truly understand the best way to make your assets work for you.
Our four step wealth management process begins with a detailed discussion of your overall financial picture, including your current and future financial goals and objectives. We focus on what is important to you; achieving a comfortable retirement lifestyle, planning for your children’s college education, ensuring that your estate plan is in line with your goals, providing for your significant other in the event of death, disability or long term care needs, managing the liability side of your balance sheet, or reviewing your current investments and recommending an appropriate asset allocation. We believe that this conversation is the foundation for understanding our clients’ desires and developing a plan that is tailored to their needs.
Taking our initial conversation into consideration, we will work with you to develop a written plan that is designed to meet your short and long term financial goals. We will provide you with specific investment and planning recommendations to demonstrate the value we can add to your situation.
On a regular basis we will work with you to review your investment performance and make necessary adjustments to your financial plan. We recognize that your life is a moving picture and that your financial plan should be revisited to reflect any changes that may occur.
- BST Group Brochure
- Our Wealth Management Process
- Our Service Areas
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures