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Meet the Team

Michael L. Bellody

Michael L. Bellody

Founder & CEO, Chief Portfolio Strategist

781-654-0630

Peter J. Fitzgerald

Peter J. Fitzgerald

Portfolio Consultant & Financial Planner

781-654-0634

James  Ross

James H. Ross

Portfolio Consultant & Financial Planner

781-775-2071

Anthony Bellody

Anthony R. Bellody

Portfolio Consultant & Financial Planner

781-654-0632

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.