We are Advisors of The Bulfinch Group, an independent wealth management firm in the Greater Boston area working with individuals, Families and business owners.
WE HAVE ACCESS TO A VARIETY OF DIFFERENT FUND MANAGERS AND INVESTMENT PRODUCTS. WE ARE AGNOSTIC WHEN IT COMES TO PICKING INVESTMENTS FOR you. wE LOOK TO ALIGN THE INVESTMENT FUND/MANAGER BASED ON yOUR GOALS and objectives.
Every client situation is unique
we recognize that there is no one-size-fits all strategy - we thoroughly review your financial position, delivering a plan with you in mind. We look to help you achieve your financial dreams and aspirations.
Compliance & Oversight
Your portfolio once implemented, will be monitored at many levels; THe bulfinch group, The portfolio management team, Park Avenue Securities and pershing, llc.
Park Avenue Compliance & Agency Compliance Officer
