Tailored financial planning
The plan covers savings, retirement income, tax timing, insurance gaps, and how wealth should move if someone dies or a business is sold. It is rewritten when life changes, not when a marketing calendar says it is review season.
Business owners can keep the company in the room. The New England site is for personal wealth; the same firm also serves owners at vimsmallbusiness.com when the company is the main project.
Fully customized investment portfolios
Customization means position-level decisions: which accounts hold which assets, how much cash belongs at the bank versus the custodian, whether a concentrated stock should be sold on a schedule, and whether private investments or interval funds should have any seat at all.
It also means saying no. A product can be interesting and still be wrong for a household that needs tuition in September or a house purchase on the Cape next year.
Who typically hires this work
Households with $1,000,000 or more to invest. People who have outgrown a brokerage relationship that only rebalances a model. Executives, physicians, attorneys, owners, and families who inherited or sold something and do not want a product tour.
Continue to investment management in coastal New England or private investments and interval funds.