Aligning your entire portfolio with your goals is our top priority. Our comprehensive process works to develop an investment mix consistent with your current and future financial plans.

This means:

  • Diversification (In both style & substance)

  • Risk Analysis & Profiling

  • Outside 401(k) Retirement Plan Coordination

  • Custom Investment Strategy matched to Goals

  • Wide variety of product, company and vehicle options, objective recommendations for implementation of strategies matched to your needs & personal preferences

  • Private Client Level Customization, including individual securities.

Is Your Investment Strategy Aligned with Your Goals?


Plan Confidently. Live Comfortably.

We are a full service financial planning firm helping clients plan their finances with confidence to move comfortably towards their goals.


300 Crown Colony Drive 

Quincy, MA 02169

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This communication is strictly intended for individuals residing in the states of AZ, CA, CT, FL, HI, IL, MA, MD, ME, NC, NH, NY, PA, RI, SC, TN, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 


Securities and advisory services offered through Commonwealth Financial Network®. Member FINRASIPC, a Registered Investment Adviser. Privacy Policy. Fixed insurance products and services and College Planning services offered by Blue Hills Wealth Management and College Funding Solutions are separate and unrelated to Commonwealth.



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