TEAM
Partners in your financial wellbeing
Supporting you with excellence
Our team is passionate about empowering clients so they feel confident pursuing their goals. We offer a wide range of expertise and experience to support you on your journey, and we are constantly learning and growing to better meet your needs. With world-class service and a steadfast commitment to your best interests, we deliver an exceptional planning experience that allows you to focus on the people and things that matter most to you.
Strategic Alliances
empowering your financial journey
Part of our mission as your advisors is to equip and empower you with the best resources on your financial journey. That’s why we’ve partnered with New York Life, an industry leader known for its world-class financial solutions and commitment to client success. Through this partnership, you have access to a wide range of financial expertise and resources, all delivered with the personalized care and attention of our boutique team.
Comprehensive solutions, customized guidance.
Let's Talk
Office: 978-292-8815
Text: 978-396-7007
Email: ctownsend02@ft.newyorklife.com
