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We prioritize health and safety. Our COVID protocol includes both remote and socially distant meeting options.
Empowerment Through Financial Planning and Investing
Our comprehensive process and approach provide a solid foundation for financial planning and investment management. Education is a cornerstone of our practice; we help our clients understand the intention behind their investments. Our goals are to reduce anxiety, build trust, and provide clarity through a financial plan so it is easier to make decisions and stay on track.
Karen Curran, MBA, CFP®
Molly Keegan, CPA
Supporting the Arts
Our office suite on the former Clarke School campus in Northampton, Massachusetts, provides viewing space for paintings, tapestries, photographs, and other inspirational innovations created by local artists.
Currently on display is a collection of abstract landscapes by painter Joanne Holtje. We invite you to take a moment to enjoy this delightful exhibit virtually.
Investing in Community
View our community involvement » Investment in our community is a source of joy and pride for us. Individually and as a firm, we are committed to helping our community thrive serving as local volunteers, board members, and event sponsors.