History

Co-founded by Robert E. Goulding in 1978 as an insurance services firm, we are dedicated to helping small business owners, healthcare professionals, and affluent families grow and protect their assets. In 1983, the firm moved from Boston to the South Shore and expanded our offerings to include comprehensive wealth management services. Today, the firm is a SEC Registered Investment Advisor (RIA) and fiduciary with a full suite of customized services designed to address the highly complex planning needs of our clients.

Over the past four decades, we have evolved to guide our clients effectively through the significant shifts in financial strategies and available products, always focused on acting in each client's best interest.

In the late '90s, Mike Hebert and Jason Skolnick joined the firm, adding new portfolio management and reporting technology, and broadening our financial research capabilities. They also developed and implemented our firm-wide compliance program—all vital stepping stones to our transition to RIA status in 2006.

Today, Mike and Jason lead our highly experienced and qualified team of advisors, continuing our rich history of delivering independent, unbiased, financial advice and fiduciary services to our clients throughout New England and beyond.