Your Goals, Our Mission

Every decision we make is in your best interest

Prepare

Prepare

Identify where you are financially and where you’d like to be.

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Build

Build

Develop your plan based on goals, risk profile, and time horizon.

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Preserve

Preserve

You worked hard to build it, now let’s make a plan to keep it.

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You Deserve Your Own Financial Legacy

You Deserve Your Own Financial Legacy

No two people are the same, that’s why you deserve your own customized financial strategy. After all, with different careers, life paths, and goals, you need advice tailored to your situation. That’s why we seek to simplify the complex as your partner each step of the way.

Ready to get started? We are ready to help.

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Meet Our Team

fi·du·cia·ry┃Held or founded in trust or confidence

Daniel  Da Ponte

Daniel
Da Ponte, AIF®

Managing Principal, Financial Advisor

Jane McAuliffe

Jane McAuliffe, CDFA®

Partner, Financial Advisor

Michael Leonardo

Michael Leonardo, CFS®

Partner, Financial Advisor

Joshua Pacheco

Joshua Pacheco

Financial Advisor

James Pinheiro

James Pinheiro

Financial Advisor

Sabrina Brum

Sabrina Brum

Client Services Associate

Deborah Ramos

Deborah Ramos

Administrative Assistant

Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

Prescription Drug Benefits Under Medicare (Part D)

Prescription Drug Benefits Under Medicare (Part D)

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
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Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.
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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.