Complete Wealth Management with services ranging from Customized Goal Based Financial Planning, estate & legacy strategies, Retirement Income Strategies, Protections Planning, and socially conscious investing. Together with my team, Betsy Mudgett and Colleen Frankiewicz, I use an established process to build personalized strategies to help our clients achieve their goals. We partner with our clients throughout their lives and support them towards staying on track. Originally from Manchester, Maine, I grew up in a rural community that thrived on the local economy and supporting each other through challenging times. As an econ geek and an outgoing individual who enjoys helping people around me, I truly was born for this and love what I do. After attending the University of Vermont, "GO CATAMOUNTS!" my wife, Jessica, and I moved to southern Vermont to start our family and launch this practice. Together, we are blessed to have two children, Jackson and Caroline, who are the light of our lives. On the weekends, I can be found on the ski mountain, paddling the rivers, biking the trails or traveling to the beaches of Maine for surfing and sun with the family! Together, our team has built our practice in Brattleboro Vermont over the better part of a decade. We focus our practice on individuals, families and business owners who are planning for, near or living in retirement. We work with our clients on portfolio management, asset protection strategies, estate and legacy planning collaboration with client's attorneys, tax strategies with client's accountants and CPAs, risk assessment, and client protection from the unexpected. If this sounds of interest to you, it's time we have a conversation. 802-257-7585 or [email protected]
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