Picture it: peace of mind.
Imagine having the freedom to focus on the things that give you energy.
Live life boldly and leave markets, planning approaches and tax strategies to us.
When you work with us:
You achieve clarity
Our breadth of knowledge and resources can help create a dynamic client experience, providing opportunities tailored to individual goals.
You feel empowered.
Know your financial strategy incorporates
layers of evidence and is designed around your true needs and wants.
You gain a partner.
Get comfortable sharing your values and goals with a fiduciary advisor who puts you at the center of your strategy.
When life changes, your plan evolves.
Life is layered with significant events that can influence your future. When things change, you need a trusted advisor who understands the short-and long-term financial impact so you can focus on living life to the fullest.
Focusing on What’s Important to You
We promise to provide you with the financial solutions that are designed with your values, passions and goals in mind. Our unique evidence-based approach and decades of experience will help you gain confidence in a more secure financial future.
What’s important to you? To send your children to college? To find the perfect spot to vacation or retire? Your life is layered with significant events and nuanced circumstances that can influence your future, so we create a long-term plan that evolves with you.
Dedicated to Your Financial Success
Tricia Rosen, CFP®, MBA, EA
Choosing the right advisor may be one of the most important financial decision you make. As life-first advisors, we take the time to really get to know you so that we can create a long-term plan that reflects what is most important to you.
What You Can Expect
We help answer the four investor questions that matter the most:
1. Are you working with someone you can trust?
The advice you receive should never be compromised. As independent advisors, we have an ethical and legal duty to put our clients first and always act in their best interests.
2. Do you have the plan that’s right for you?
An effective long-term plan should reflect what is most important to you — your values, needs, concerns, and hopes.
3. Do you have confidence your portfolio will help you achieve your goals?
Your portfolio should give you the highest probability of achieving your goals with a suitable amount of risk. Our Asset Class Investing approach is backed by investment data and analysis as well as insights from Nobel laureates and leading academic institutions.
4. How do you stay on track?
No one knows what the future will bring, but your plan should help you stay invested in a range of market environments. We closely monitor your plan, update you regularly on progress and make any changes necessary to keep pace with where you are in life.
Your Success is a Team Effort
When you partner with an advisor, you gain the strength of a community of professionals with the support of a diverse team of financial planning leaders, tax professionals, investment researchers, and portfolio managers. This team of dedicated professionals is constantly exploring and assessing the ever-changing landscape of investments, tax code, markets, and planning strategies—with a singular focus on maintaining an investment approach that puts your interests first.
Your Advisory Team
Whenever you need advice or insight, we will be there. No question or concern is too small.
National Custodians and Thought Leaders
A deep bench of specialists support us with the latest investment and planning insights.
Other Professionals
A truly holistic approach to your financial future may involve close collaboration between your advisor and attorneys, CPAs and other service providers.
Harmonizing Your Life and Financial Plan
Through a truly comprehensive and integrated approach, your advisor will take a proactive look at your entire life picture, exploring your impact, money, and life goals, including financial considerations, resources, and existing strategies
Professional Affiliations
Located in Newburyport, MA, I serve clients in the Boston area and nationally as fee-only, fiduciary CERTIFIED FINANCIAL PLANNER™ professional, registered investment adviser, and IRS Enrolled Agent.