Stronger Together for What’s Next.
We integrate with a carefully curated network of professionals to give you a more comprehensive, coordinated experience, with a family office feel. By working together, we help simplify complexity, create efficiencies, and deliver thoughtful solutions across every area of your financial life.
Start a Conversation ⟶Our Trusted Network
The Right People. A More Connected Path.
The right guidance, at the right time, from the right people. Our trusted network includes experienced professionals who share our commitment to exceptional client service. Explore the experts below to find the support you need.
Areas of Expertise
Accounting, Bookkeeping & Tax Services
Tax preparation, planning, bookkeeping, and business accounting.
-
Emily Carter, CPA
Carter & Co. CPAs
Tax Planning & Compliance
- Phone
- (617) 555-0101
- emily@example.com
- Licensed in
- MA, NH, ME, CT, RI
-
James Liu, CPA
Liu Tax Advisory
Small Business Tax & Advisory
- Phone
- (781) 555-0123
- james@example.com
- Licensed in
- MA, NH, ME
-
Samantha Pierce
Pierce Bookkeeping Solutions
Bookkeeping & CFO Services
- Phone
- (413) 555-0147
- samantha@example.com
- Licensed in
- MA, NH, CT
Business Transition & Advisory
Business planning, succession planning, and M&A advisory.
-
Michael Reyes
Elevate Business Advisors
Business Transition Planning
- Phone
- (617) 555-0178
- michael@example.com
- Licensed in
- MA, NH, RI, CT
-
Karen Mitchell
Next Chapter Advisors
Succession Planning
- Phone
- (508) 555-0191
- karen@example.com
- Licensed in
- MA, NH, ME
-
David Park
Summit Exit Planning
M&A Advisory
- Phone
- (339) 555-0199
- david@example.com
- Licensed in
- MA, NH, CT, NY
Estate & Family Law
Estate planning, trusts, and family law services.
-
Lauren Bennett, Esq.
Bennett Legal Partners
Estate Planning
- Phone
- (413) 555-0145
- lauren@example.com
- Licensed in
- MA, NH, CT
-
Thomas Reynolds, Esq.
Reynolds Family Law
Divorce & Family Law
- Phone
- (617) 555-0168
- thomas@example.com
- Licensed in
- MA, NH, RI
-
Nicole Adams, Esq.
Adams Estate Planning
Trusts & Estates
- Phone
- (508) 555-0168
- nicole@example.com
- Licensed in
- MA, NH, ME, CT
Health & Benefits Consulting
Group benefits, individual health plans, and long-term care planning.
-
Marcus Hill
Total Benefits Partners
Group Employee Benefits
- Phone
- (617) 555-0129
- marcus@example.com
- Licensed in
- MA, NH, ME, CT
-
Jessica Collins
ClearPath Benefits
Medicare & Individual Health Plans
- Phone
- (508) 555-0136
- jessica@example.com
- Licensed in
- MA, NH, RI
-
Robert Klein
Klein Benefits Group
Medicare, Medicaid & Long-Term Care
- Phone
- (339) 555-0172
- robert@example.com
- Licensed in
- MA, NH, ME
Lending & Financing
Residential mortgages, home equity, and business lending.
-
Brian Carter
HarborView Lending
Residential Mortgage Lending
- Phone
- (339) 555-0164
- brian@example.com
- Licensed in
- MA, NH, ME, CT, RI
-
Natalie Green
Pioneer Mortgage
Commercial & Business Lending
- Phone
- (781) 555-0189
- natalie@example.com
- Licensed in
- MA, NH, RI, CT
-
Andrew Walsh
Summit Student Solutions
Student Loan Planning
- Phone
- (617) 555-0193
- andrew@example.com
- Licensed in
- MA, NH, ME, CT, NY
Property and Casualty Insurance
Home, auto, umbrella, and business insurance.
-
Ryan Wallace
Northeast Insurance Group
Home, Auto & Umbrella Insurance
- Phone
- (603) 555-0116
- ryan@example.com
- Licensed in
- MA, NH, ME
-
Melissa Grant
Granite Insurance
Business Insurance
- Phone
- (781) 555-0162
- melissa@example.com
- Licensed in
- MA, NH, RI
-
Jason Lee
Coastal Insurance Partners
High Net Worth Insurance
- Phone
- (508) 555-0120
- jason@example.com
- Licensed in
- MA, NH, ME, CT
Property Management
Residential and commercial property management.
-
Amanda Lewis
Branchstone Property Management
Residential Property Management
- Phone
- (508) 555-0138
- amanda@example.com
- Licensed in
- MA, NH, ME, CT
-
Ethan Brooks
Pioneer Property Group
Commercial Property Management
- Phone
- (617) 555-0171
- ethan@example.com
- Licensed in
- MA, NH, RI
-
Stephanie Monroe
Monroe Residential Management
Vacation & Second Home Management
- Phone
- (339) 555-0184
- Licensed in
- MA, NH, CT
Real Estate Agents
Residential real estate, investment properties, and relocation support.
-
Chris Donovan
New Heights Real Estate
Residential Real Estate
- Phone
- (617) 555-0150
- chris@example.com
- Licensed in
- MA, NH, ME, RI, CT
-
Allison Brooks
Maple & Main Realty
Luxury & Relocation
- Phone
- (413) 555-0161
- allison@example.com
- Licensed in
- MA, NH, CT
-
Matt Sullivan
Pioneer Properties
Investment Properties
- Phone
- (508) 555-0195
- matt@example.com
- Licensed in
- MA, NH, ME
Interested in Joining Our Trusted Network?
We’re always looking to connect with experienced professionals who share our commitment to exceptional client service and collaborative, client-first advice.
Apply to Become a Partner ⟶