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Centered around your life.®

An independent firm building plans for financial security, lasting generations.

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Disciplined + Sustainable Investing

Investing with discipline and purpose to achieve your long term goals.

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Giving Back

Pledging 1% of our gross revenues back to the community.

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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

Cheryl Sanfilippo

Cheryl Sanfilippo, CPA(PFS™), CFP®

Financial Advisor

James Pinheiro

James Pinheiro

Financial Advisor

Sabrina Brum

Sabrina Brum

Client Services Associate

Deborah Ramos

Deborah Ramos

Administrative Assistant

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Learning Center

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

<p>An Overview of Renter&#8217;s Insurance</p>

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.
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<p>Supporting Local Business In a Crisis</p>

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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<p>Making Sense Of A Home Warranty</p>

Making Sense Of A Home Warranty

Understanding the value of a home warranty.
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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.