Advising Beyond Investing

It starts with a personal relationship, focused on you

What is “Advising Beyond Investing?”

  • Advice to help with money and wealth may have different meanings to different people. 
  • Our advice addresses your whole financial picture, alongside investing your hard-earned wealth

How We Approach Financial Planning:

Helping women in transition

Together we build a plan to achieve your goals

That plan integrates all the experts used to execute your plan including; legal, insurance, etc.

How we manage investments:

Your money is professionally managed with the goal toward investing for your specific plan

We clearly identify costs and impact

We offer a wide product range to meet your needs and comfort levels

Recommendations are based on your unique situation

We offer work with multiple investing interest, such as Socially Responsible Investing

Helping entrepreneurs with concentrated stock positions


Hilary J. Champagne

Financial Planning Associate

Fred Pryor, Esq.

Director Emeritus

Leann Sullivan

CFP®, CAP®, Senior Vice President - Client Advisor

Brian Keri

Trading and Investment Implementation Associate