400 Westminster Street
Embrace your future with our innovative solutions, which are tailored to your unique needs and empower you to attain financial harmony and make your financial picture whole.
We are committed to revolutionizing the way you approach finances. With a focus on innovation and a dedication to delivering exceptional results, we provide comprehensive financial solutions tailored to meet your unique needs and goals. We want you to feel supported and we are here to guide you so that you can enjoy your journey toward financial wholeness.
We work with a diverse range of people, with a particular focus on guiding medical professionals and business owners. Led by Rulla Nehme Pontarelli, our team of experienced professionals has a deep understanding of the ever-evolving financial landscape to offer forward-thinking strategies that pave the way for your success.
Embark on a transformative journey towards financial wholeness with us as your guide.
Open and transparent communication is the bedrock of a strong relationship. So, our partnership begins with us getting to know one another and working to build a foundation of trust and understanding.
Through in-depth discussions, we confidentially gather essential information from you, including your unique goals, objectives, and aspirations, to gain a comprehensive understanding of your financial needs.
Our team conducts a thorough analysis of your financial picture, carefully assessing your current assets, liabilities, income, and expenses, to identify areas of opportunity and potential challenges.
Drawing upon our experience, we develop personalized financial planning recommendations and alternatives, tailored to address your specific circumstances and help you achieve your desired outcomes.
Once you approve the planning recommendations, we work diligently to put them into action, ensuring a seamless implementation process and providing you guidance and support every step of the way.
Our partnership does not end with putting your plan in motion. We continuously monitor the progress of the plan, making necessary adjustments as circumstances evolve. Our goal is to be consistently exceeding your expectations of what you thought personalized service could be.
Managing Partner & Certified Financial Planner™
Director of Investment Strategy
Co-Head of Investment Strategy
Executive Assistant & Operations Manager
Front Office Assistant & Marketing Manager
"The secret to getting ahead is getting started."
- Mark Twain
"The future belongs to those who believe in the beauty of their dreams."
- Eleanor Roosevelt
"Innovation distinguishes between a leader and a follower."
- Steve Jobs
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."