We discern what matters to you most by listening deeply. We then devise a way forward that wins your goals.

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Our clients come from all walks of life—they’re retirees, newlyweds, single women, LGBTQ+ families, artists, physicians, tech innovators, and real estate investors. They buy and sell property in niche Boston neighborhoods, in the suburbs, and at the sea; they may even be working with us from across the country. What they have in common is a desire to be strategic, through highly informed, intimate guidance.