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...
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 36 years of experience in the finance industry. This firm specializes in portfolio design, equity and fixed income strategies, investment management and financial planning and counselling.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...
Martin’s mission is to help individuals, families and business owners achieve financial confidence. He helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and chasing rates of return whilst aiming to reduce risk and achieve tax efficiency. Martin’s philosophy is that the scarcity paradigm many boomers are facing can be easily avoided. Martin Lowenthal was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa. Martin spent 10 years...
John Power (CRD# 4868253) is an Investment Advisor Representative working at Power Plans in Walpole, MA and has 25 years of experience in the finance industry. John Power has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Mr. Power has regulalry...
Luis is a founder of Shorepoint Capital Partners and has over 30 years of financial services experience. He has managed growth equity portfolios for over 15 years, as well as investments for endowments, families, and individuals. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.
Drew Bottaro (CRD# 1574264) is an Investment Advisor Representative working at Weston Financial in Wellesley, MA and has over 12 years of experience in the finance industry. Drew Bottaro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.