Begin the conversation

Let's talk about your next decision.

Tell us a little about your situation. A senior partner will reply personally, usually within one business day.

Contact form and details

Request a consultation

A complimentary 30-minute call.

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Reach us directly

Office hours

  • Monday to Thursday8:00am to 6:00pm
  • Friday8:00am to 4:00pm
  • Saturday to SundayBy appointment
Find us

On the harbor, in the heart of the financial district.

Before you call

A few questions we hear often.

Is the first consultation really free?
Yes. The first 30-minute conversation with a senior partner is complimentary and carries no obligation. We would rather tell you honestly whether we can help than sign a client we cannot serve well.
Do you have a minimum to work together?
Most of our wealth-management relationships begin at $1 million in investable assets, but tax, structuring, and corporate-advisory engagements are scoped by project. If you are not sure you fit, ask us.
How are you paid?
We are fee-only and fiduciary. We are compensated only by our clients, never through commissions or product sales, and every fee is agreed in writing before any work begins.
Do we have to meet in person?
Not at all. We work with clients across the country by video and phone, and meet in our Boston office whenever you prefer.