overview

Your financial life should not be a source of worry. I can help you organize and implement a plan for change.

Frank Sennott
Email
T: +1 857 255 2109

Your need to preserve and grow your wealth will be our top priority. Contact me for a complimentary review of your investments.

Michelle Knight
Email
T: +1 857 255 2110  

Learn more about our values, approach and team.

We believe multigenerational wealth management requires multigenerational wealth management teams. Always forward thinking about next generation needs, our deep bench brings wide-ranging expertise and perspective today, and a clear succession view for tomorrow. To learn more, click here.