Confidential Advice Customized to YOUR Individual Situation

What we do

  • Manage your investment portfolio(s) in a manner that is consistent with your objectives.
  • Base line retirement plan updated and modified as required.
  • Tax reduction and planning.
  • Income planning, including the preparation of an integrated income plan.
  • Estate transfer strategies when appropriate.
  • Tax-effective income strategies during the period of portfolio distribution (income).
  • Meaningful quarterly meetings as required by either party, located where most convenient for you, if you are ill.
  • Full time, long term relationship ensuring a "fit" that endures over the long term.
  • Regular information/educational notes and sessions

- Mary Rourke, Senior Investment Advisor, HollisWealth Insurance Advisor , Hollis Insurance Inc.