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We're invested in your success

We're invested in your success

We listen. This is vital. We have to understand your needs and goals in order to craft a customized plan that will help you achieve your financial goals. Your success is our success. As highly trained and experienced advisors we can help you by providing information so you can make informed decisions. This is not a do-it-yourself project. Let us help edge you closer to the life you worked so hard for and so richly deserve.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Diane Rule

Managing Partner

(978) 502-5324

From mapping out a strategy to planning retirement income sources to legacy planning, Diane can provde the guidance and advice you need including wealth management, portfolio design, alternative investments and fixed income streams.

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Greg Catsoulis

Employee Benefits Specialist

Jill Anderson

Business Development

Ashley Plante

Compliance Coordinator

Previously, Ashley was an Investment Specialist at Merrill Edge which led her to develop a growing interest in the interpretation of SEC rules and FINRA policies. She will play a key role in the supervisory aspects of the firm. In her...
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Michael Trotter

Chief Investment Officer

Michael is a proven investment professional with over 10 years of experience in the fund and wealth management space. Most recently, he served as the Chief Investment Strategist and portfolio manager for all advisory investment...
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