Dear Client:

 

We are the daughters of aging mothers.  It is our belief that seniors should be as independent as possible.  We believe that when you stop doing routine, day-to-day tasks that you want to do, but are no longer confident doing, your mind becomes lethargic relative to those tasks. We will work with you to encourage independence in your day-to-day affairs, whenever possible.

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Earlier this year, we expanded our services to include family offices, busy professionals and small business owners. In addition to our core services, we track investments, coordinate capital calls and distributions, gather tax information and do whatever it takes to ensure your financial affairs run smoothly.

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We are looking forward to hearing from you.

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Patricia Carberry

Co-Founder