Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:
2. Advice & Planning
Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.
We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously...
Dustin Latham (CRD# 5836494) is an Investment Advisor Representative working at Alternative Capitalis, LLC in Chelsea, MA and has over 9 years of experience in the finance industry.
John Dorfman (CRD# 4374880) is an Investment Advisor Representative working at Dorfman Value Investments LLC in Newton Upper Falls MA and has over 16 years of experience in the finance industry.
William Bellerose (CRD# 5798068) is an Investment Advisor Representative working at Morgan Stanley in Boston, MA and has over 3 years of experience in the finance industry.
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William Bellerose is a Financial Advisor at Morgan Stanley. William advises clients on wealth management and investment strategies. William leverages the resources available at Morgan Stanley to evaluate financial holdings, address asset allocation and investment strategies, and propose financial plans to help meet stated objectives with reasonable volatility. He currently holds...