Address
304 North Cardinal St.
Dorchester Center, MA 02124
Work Hours
Monday to Friday: 7AM - 7PM
Weekend: 10AM - 5PM
Building For Our Digital Future
We aim to create dynamic portfolios that generate returns from a variety of sources, spanning both public and private markets.
Guiding Wealth for a Lasting Legacy:
In close collaboration with our committed client advisors, the Independent Wealth Management division of the firm delivers world-class advisory and discretionary management services for listed equities and fixed-income assets in global markets. Led by a highly experienced team solely focused on client objectives, we provide exceptionally informed and strictly unbiased counsel and support.
Focused on uncommon investments, disruptive technologies, and business growth.
High-yielding Opportunities
Strategic Planning
Diverstification
Direct Investments
Risks & Resilience
Passive & Active Investment Solutions