Life is complicated. We are here to make it simple.

Don't predict the future. Prepare for its Possibilities. Then go create it.

Our Adviser's Alpha

Inspired by your vision, energy and commitment, TWM’s mission is to keep you focused and on track toward your family’s or organization’s important goals. We’ll help you adopt a rational framework for making optimal financial decisions along the way.

While looking forward with optimism, you can expect financial and investment plans to be grounded in realism, incorporating a “margin of safety” so that even if you are dealt an unexpected card or the market turns down, you continue to move toward financial independence…with clarity and peace of mind to pursue what matters the most.

Rather than focus on prediction, we will emphasize management of factors we can control – how much we save and spend, how much risk we take, investment allocation and diversification, investment expenses and taxes, our own behavior.

Planning and investing can be complicated, but we're here to make it less so. We’re committed to helping you manage your financial life by pulling your finances together into a cohesive picture, and employing cutting edge, interactive digital tools…so you’ll always know where you stand in comparison to your goals…and so you can make informed decisions.  

Along the way, we will roll up our sleeves and take that extra step to assist you with implementing financial strategies...refinancing a mortgage, applying for insurance, or getting documents together for taxes.

Why do we do all of this?

Because financial independence isn't just about accumulating money…it’s about having the time and freedom from worry to enjoy it. This is our Adviser's Alpha, the measure of our value to clients.


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30 Monument Square
Suite 101
Concord, MA 01742
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