Simplifying Complex Financial Planning Strategies

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Sean Goodrich
Sean Goodrich, CFP®
Managing Partner Financial Advisor,
David Mevoli
David Mevoli
Financial Advisor
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Joe Godbout
Registered Branch Professional
Alicia Baugher
Alicia Baugher
Branch Professional

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

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Corporate Executives

Corporate Executives

06/08/2018
Helping you manage your financial success
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Families & Individuals

Families & Individuals

06/08/2018
A pragmatic approach to wealth management
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Healthcare Professionals

Healthcare Professionals

06/08/2018
Helping physicians address their unique needs
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Retirees

Retirees

06/10/2018
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

06/10/2018
Understanding the challenges women face and how to help.
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Wealth is not determined by investment performance, but by investor behavior.

Nick Murray

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