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Confidently Achieve  

Financial Independence

Independent, fee-only, fiduciary wealth management based in Westford, MA but serving clients nationwide

Discover How I Can Help

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Personalized Wealth Management
To Align Your Finances with Your Life Goals

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Comprehensive Planning

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Evidence-Based Investing

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Integrated Tax Planning

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Straightforward Pricing

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Are you a diligent saver, concerned that you're not optimizing your financial decisions?

It’s time to do more with the wealth you’ve earned.

What to Expect When Working With HWM

How You & Your Wealth Will Be Cared For

My goal is to understand what matters most to you and align your investments around that. As we partner together, you will always receive data-driven, conflict-free advice. I strive to help you find clarity with a tax-efficient plan that considers your entire financial situation—and that evolves just as you do.

How You & Your Wealth Will NOT Be Cared For

I do not sell financial products to receive a commission, nor do I guide you and your family according to market hype. You will not receive a one-size-fits-all investment strategy that forgoes research and data, and you will never be treated as a number or just another client.

Let me help you retire early, minimize taxes, and never run out of money

Transparent Approach.
Zero-Conflict Guidance.
Custom-Made Strategies.

At one point or another, we’ve all felt money anxiety. Having worked closely with many individuals and families as an independent firm since 2014, I’m intimately familiar with the kind of financial challenges that arise as your life changes.

Over our years together, I strive to be there as someone who understands the ins and outs of your financial picture and can offer meaningful insight to guide you forward.

Ready to Learn More?

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