We invest money for individuals, foundations, non-profits, businesses, municipalities, pensions, and 401k / 403b plans.
As of December 31, 2022, we have $587,450,438 under management for 1193 clients1.
1Number of clients includes both persons in a couple if each person has account(s) in their name. Map updated as of 01/17/2023.
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Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
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