MY SERVICES

The Cutting Edge

DONOR-ADVISED FUNDS

My clients are my number one priority, and I’ll go the extra mile to make sure they’re completely satisfied with my work. Have a specific project that requires professional attention? My services are designed to tackle even the most complex projects. Contact me today to discover how I can help.

ASSET ALLOCATION RECOMMENDATION

This specific service is designed to analyze, confront, and solve your business needs. I provide customized solutions to all of my clients, and am an extremely results-oriented professional. I will work with you throughout the entire decision-making process and guarantee success. Contact me to find out how I can help today.

FINANCIAL STATUS EVALUATION

My clients are my number one priority, and I’ll go the extra mile to make sure they’re completely satisfied with my work. Have a specific project that requires professional attention? My services are designed to tackle even the most complex projects. Contact me today to discover how I can help.

Do you need help making important decisions? Contact me today and let me put you back on track.

Fiduciary Trust Charitable

53 State Street

Boston, MA 02109

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