Who We Are

We offer a team approach to wealth management and planning, offering you a broader scope of expertise than you would find in any one person. Clients are our priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial life.

Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. 

Barbara D. Boccuto
Katherine J. (Stanfield) Reisfeld, CFP, CIMA
Scott M. Reisfeld
Doina M. Pinto, AAMS

search previous next tag category expand menu location phone mail time cart zoom edit close