Global Scale. Local Presence.
Our advisors offer you the resources of a global financial powerhouse and the support of a boutique firm.
Our Boston Advisors work with every client, to help identify and prioritize what is important to them and their families, which helps to realize those objectives.
We understand that wealth and investment returns are only the means to an end—a means to helping you live the life you want and achieve the goals you desire, for you, your family, and future generations. Along the way, your advisor will guide you to keep you focused on your goals, whether short- or long-term.
We look forward to working with you.
Rick Penafiel
Regional Director
Our Services
We provide guidance for your ever-evolving needs, and can help you navigate major wealth events.
Cash & Liquidity Management
Concierge Banking
Executive Services
Wealth Transfer
Tax Planning Strategies
Portfolio Analysis & Construction
Customized Lending
Philanthropy
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