A local and independent Fee-Only Financial Advisor, offering financial planning and wealth management services. Whatever your financial, investment, or retirement needs, we can help. We don't sell any financial products, and are instead only paid directly by our clients. Because of this, our interests are aligned with yours. We are always a Fiduciary for our Clients, which means we must act in your best interest. Our Values+Value service provides personalized sustainable and socially responsible investment portfolios included as part of our wealth management. Always offering free consultations.
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At Davis Executive Wealth, we leverage forward-thinking strategies to help corporate executives preserve their wealth and capitalize on opportunities in an increasingly complex financial world. With more than 75+ years of combined experience, our team will look after your best interests through every phase of life, coordinating with your other trusted professionals to ensure everyone is working in harmony toward common goals. We aim to take the burden of wealth management off your plate so you can spend less time worrying about the future and more time doing what you love with the people who matter most.
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Cerulli Associates specializes in worldwide asset management and distribution analytics. Since 1992 we have blended original research and data analysis to bring perspective to current market conditions and forecasts for future developments. With a suite of research publications and an interactive data platform, we provide financial services firms with unparalleled guidance in strategic positioning and new business development. Beyond our Boston headquarters, we have offices in London and Singapore. Our clients include virtually all of the top 50 global asset management firms, as well as banks, broker/dealers, insurance companies, consulting firms, and private equity firms.
Analysis Group provides economic, financial and business strategy consulting services to law firms, Fortune 500 corporations and government agencies. The company assists law firms with pretrial discovery, economic model development, testimony preparation and litigation analysis. It advises corporate and government clients on a wide range of business issues, such as financial planning, asset valuations, market studies and acquisition evaluations. Analysis Group employs a staff of more than 300 professionals that collaborates with universities to produce advanced insights. The company s practice areas include energy, entertainment and media, intellectual property, innovation management, commercial damages, telecommunications and securities. It maintains locations throughout the United States and Canada. Analysis Group was founded in 1981 and is headquartered in Boston.
