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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.


For five consecutive years (2018-2023), Gary has been recognized by Forbes Magazine as one of the Best-In-State Wealth Advisors. Those selected for this inaugural list were assessed on a variety of criteria, including years of experience, community involvement and client retention data.*

Gary has also previously appeared in Forbes in their July 2011 issue, where he was called “the entrepreneur’s wealth planner."

Gary was named one of Barron's Top 1,000 Advisors in 2011, 2012, and 2013.** This prestigious recognition ranks the best financial advisors in each of the 50 states.

Gary was recognized in 2010 as one of Registered Rep. Magazine's top 100 financial advisors in America.***

He was the only advisor in New Hampshire to make the listing and only one of ten from across New England.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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