9 Year Five Star Wealth Manager Winner
The Five Star Wealth Manager designation is awarded through a comprehensive research process using ten objective criteria. It recognizes advisors who demonstrate a high level of commitment to their clients and the wealth management profession. Recipients are considered among the top investment professionals in the Boston area. Brad has earned this distinction in 2013, 2014, 2015, 2019, and each year from 2022 through 2026.
Financial Advice to Achieve Your Goals
We help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized proprietary services focuses on your needs, wants, and long-term goals with integrity, transparency and sincerity.
Fidelity
A national custodian of investment accounts and investment research. We custody client accounts with Fidelity for all of our fee-based investment advisory accounts.
OneAscent
As part of OneAscent, a nationwide network of independent advisors, we combine the resources of a national firm with solutions to help you align your planning, investment, and stewardship decisions with what you value most.
E4 Insurance Services
A national insurance agency that provides our clients with full service wealth planning strategies and uses a team of specialists to review and advise on estate and tax planning strategies.
PKS
A national broker dealer that provides compliance, education, technology and support services for specific non-advisory investment products such as annuities and 529 plans.