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We would be happy to have a conversation about your needs and our firm to see if there is a mutual fit. Please note we work with clients on a fee basis and the minimum investment amount is $1,000,000. There is a one-time fee for the development of the initial financial plan which ranges from $1,500-$4,000 depending on complexity. Please see our FAQ for more details.
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Amherst Location
19 Research Drive, Amherst, MA 01002
Phone: 413-253-9454 | Fax: 413-256-0047