I am honored to have been repeatedly named a "Five Star Wealth Manager" in Boston Magazine.  

Selection was based on surveys of over 100,000 high-net-worth people in the Boston area who were asked to rate financial advisers based on nine criteria:  customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.   

Many thanks to the clients who recommended me and to all my clients who have helped me develop as a financial planner and who have referred friends, family, and colleagues to me over the years.