Portland Head Light on the rocky Maine coast at Cape Elizabeth

Marblehead · Salem · Beverly · Gloucester · Newburyport

Wealth management from Marblehead, for the North Shore.

The New England office is at 80 Front Street in Marblehead. This is the home base for families on the North Shore and Cape Ann who want a fiduciary they can reach — without becoming a Boston-metro client number.

Meet with Rusty Investment management

A local office, not a city brand

Marblehead, Salem, Beverly, Manchester-by-the-Sea, Gloucester, Rockport, Ipswich, and Newburyport sit on a stretch of coast where households often hold a valuable home, a second property, and investable assets that have grown quietly. We work that book on purpose. We are not chasing downtown Boston, Cambridge, or the Seaport.

Office hours are Monday–Thursday 8:00 a.m.–5:00 p.m. ET and Friday 8:00 a.m.–3:00 p.m. ET. Call (617) 992-0305.

What North Shore households usually need

A plan that includes Massachusetts taxes, property, and often a family still nearby. Investment management that can hold public markets and, when appropriate, private investments and interval funds. Estate conversations that do not wait until someone is in the hospital.

If you summer in Maine or keep a boat in Rhode Island, the same advisor stays with you. See the coastal New England overview.

The next step is a conversation, not a commitment.

Discovery calls with Rusty are confidential and fiduciary. Bring the questions you have been carrying. We typically work with households that have $1,000,000 or more to invest.

Meet with Rusty Contact the office