Investment Management Services
Manage Your Financial Life On The Go
Our secure online planning tool aggregates what you own and what you owe, all in one place, allowing you to see your complete financial picture from anywhere at anytime. All updated daily.
- View your total assets, liabilities and net worth
- Know where your money is going
- Monitor the performance of your investments including your companies 401(k) plan
- Track the progress towards achieving your financial goals
- Work collaboratively in real-time with your Financial Planner
Meet Some of Our Financial Planners
Steve is a Chartered Financial Consultant, designee (ChFC) and a veteran of the investment and financial planning industries who began his career...
As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education…
With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for...
War, Volatility, and Your Portfolio: Navigating Downturms
The U.S. stock market just closed its fifth consecutive losing week. This is the longest losing streak since the 2022 bear market. The Nasdaq entered correction territory, down more than 11% year to date. The S&P 500 is down roughly 7%, sitting nearly 9% below its all-time high set in January. Trillions in market value […]
Why the Iran Crisis Exposes the Myth of U.S. Energy Independence
The United States is the world’s largest producer of oil and natural gas. We produce more energy than we consume. By any intuitive measure, that should translate into lower costs for American consumers at the pump, at the thermostat, and on the utility bill. Yet energy prices remain volatile and frequently high. Understanding why and […]
Build a Retirement Portfolio That Powers Your Ideal Lifestyle
A well-designed retirement portfolio serves as a powerful foundation for supporting the dynamic and evolving plans that real people live, bringing peace of mind and flexibility throughout retirement. A client-centered, goals-based, total-return strategy, integrated with every aspect of a financial life, delivers lasting confidence and adaptability for sustainable retirement income. Lifestyle-Driven, Goals-Based Retirement Planning A […]
Invest or Repay Student Loans? A Smart Guide for Young Professionals
For young professionals starting their careers, one of the biggest financial questions is: Should I pay off my student loans early or start investing to build wealth? With rising living costs, modest entry-level salaries, and student debt at record highs, this decision carries enormous weight for your long-term financial success. The challenge is that in […]
Continuing Care Retirement Communities: Costs, Contracts, and Planning Strategies
People often picture retirement as a chapter of freedom and enjoyment, but they also face big choices, especially about where to live. For many retirees, staying in the family home feels grounding and familiar. With the support of in-home care services, aging in place remains a popular option. However, a growing number of seniors are […]
Avoiding Probate Pitfalls for Massachusetts Professional Corporation Shares with a Revocable Living Trust
The Unique Challenge of Massachusetts Professional Corporation Shares In Massachusetts, professional corporation (PC) shares, such as those in a medical, legal, or dental practice, are subject to special rules. Most notably, only licensed professionals (like physicians) are permitted to own these shares. When a sole shareholder dies, shares passing to non-licensed beneficiaries (such as a […]
A Guide to Real Estate Investment Trusts (REITs) for Physicians and High-Income Investors in 2025
As a high-income professional—especially for physicians, senior executives, and business owners balancing demanding careers and complex financial lives—finding tactical, reliable investments is a top priority. With the prospect of the Federal Reserve easing its policy stance, real estate investment trusts (REITs) are regaining the spotlight among sophisticated investors seeking to boost income, hedge against inflation, […]
AI Agents Explained: Real-Life Impact and Investment Trends
AI agents are rapidly becoming one of the most transformative forces in society, fundamentally changing how we live, work, and invest. Emerging as autonomous, adaptive systems capable of interpreting intent, reasoning independently, and taking multi-step actions, AI agents are shifting the landscape across daily life, industries, and new investment themes. From automating routine tasks to […]
