Boston Five Star award winner



  • Five Star Investment Professional award winner 2012-2013, 2017
  • Certified Personal Family Lawyer®
  • 26 Years of Experience


Estate planning for families with children

Family Wealth Planning

Short and long-term Guardianship

Asset Protection


One of only a handful of Personal Family Lawyers® in MA, certified by the Family Wealth Planning Institute, a national organization dedicated to providing affordable access to a lifetime attorney relationship. PFLs give clients the same accessibility to a lawyer as was previously only available to people like Bill Gates, Warren Buffet, and Sam Walton.  Clients get the guidance they need to build and maintain a lifetime wealth management plan.

Unique Kids Protection Planning® is not just about the long-term care of your kids or transferring your financial assets and personal belongings, but also about capturing and transferring valuable intangible gifts: who you are and what’s important to you – your values, insights, stories and experience.

Flat rate, up-front fee structure. Never an up-charge for questions and absolutely no “telephone tag.” Complimentary plan reviews every three years.

Five Star Investme Professional Criteria

Five Star Professional’s Investment Professional award goes to outstanding accountants, estate planning attorneys, insurance agents and select others in the financial industry. Award candidates must satisfy the following criteria to be named a 2017 Five Star Investment Professional:

Eligibility Criteria – Required

1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients.

Evaluation Criteria – Considered

5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry-specific criteria) 9. Education and professional designations/industry and board certifications 10. Pro Bono and community service work

This year, we honored 78 Boston-area investment professionals with the Five Star Investment Professional award.

For more information about these and other award-winning professionals, go to

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