Our Story

Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people. We believe in a commitment to sustainable processes which leads to sustainable outcomes.

Our Clients

Our clients share in the realization that by coordinating and managing today’s financial decisions, they can achieve tomorrow’s goals. They are individuals and businesses who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually prefer to simplify their lives by outsourcing the management of their financial affairs and are willing to enter into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.

Our Objective

Our objective is to help build, manage, and preserve our clients’ wealth, allowing them to meaningfully integrate life and wealth. We think of the financial planning and wealth management process as a continually evolving need. We pay attention to the small details as it leads to more sustainable outcomes for our clients. We measure our success by how well our clients’ progress in achieving their personal goals – not market performance. 

Our Partners

We are affiliated with Focus Financial Partners, a leading partnership of independently managed wealth management firms. We and our partner firms are passionate about providing fiduciary advice and doing the right thing for our clients. Focus Financial Partners also provides firms with strategic support and the resources they need for growth and continuity including:

  • Sharing of best practices by industry experts
  • Grooming internal talent and recruiting for succession planning
  • Access to resources, and operational and technology efficiencies
  • Support for future growth initiatives

Our Community

We are dedicated to giving back to our community in every way that we can. One Charles contributes to various non-profits and participates in community fundraisers. We have had the pleasure of being the lead sponsor for 5 years in a row for the Boys and Girls Club of Cape Cod. We have had the honor of being awarded the Myra Kraft Community MVP Award. One Charles donates and participates yearly with many other organizations such as Heroes in Transition and the Dana-Farber Cancer Institute.

Full Comprehensive Financial Review

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