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Initial Meeting

We have been in Wellesley, MA since March of 2000.

We have been in Wellesley, MA since March of 2000.

We work as a team to help clients document everything and make informed financial decisions..

Our Process
Our History
Our History
Our Process
Our Values

A consultation with one of our advisors will be relaxed and include a review of your existing financial situation at our office or via ZOOM conference call to your home or work. You are under no obligation and will receive valuable personalized input on potential opportunities and strategies that may exist for your particular financial situation. While you won’t receive a comprehensive review or entire financial planning services, you should expect to get a sense of what it might be like to work together.

What to bring:

This list of simple to-do’s will prep you for a productive sit-down with one of our Financial Advisors.

  • a list of any questions you may have regarding your current financial situation
  • any account statements, budget information or other areas of your financial life that require immediate attention
  • a list of personal future dreams and financial goals (both short and long term)
  • figure out what you already have in place for benefits (includes retirement matching, life insurance, group disability benefits, HSAs, etc.) by talking to your HR department at work

Our goal is to document everything in your financial life, make a  list of follow up items that we need details on and never ask you the same question twice.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Click on the links below to print documents you can complete and bring to your initial consultation.  Most forms are interactive.

Risk Tolerance Questionnaire

SSA-7004 - Social Security - estimate of benefits

**Please call Amy if you need an appointment at a time different than the "normal" schedules 781-772-2470 or 401-383-1500.** Amy O'Connell

You can also book a "Call back" slot with advisors or staff anytime that it is needed:

Wellesley, MA conference room


Do you know your Risk Numbers?

Click above to take a risk assessment.