US|YOU

What matters most to us is that you achieve financial independence and the time and peace of mind to enjoy it.

Who We Are

Team TWM

We are what we repeatedly do. Excellence, then, is not an act, but a habit*

Financial independence is about accumulating enough money, sure, but it's also about preserving the time and freedom from worry to enjoy it. By providing highly personalized advice and outstanding service, we've earned a reputation for excellence and have developed deeply rewarding, fulfilling relationships with clients and their families. 

Your vision is what gets us up in the morning. Our mission is to guide you and keep you on track toward life's most meaningful goals. Planning and investing can be complicated, but we're here to make it less so.

Your team...Team TWM... is committed to helping you manage your financial life by pulling your finances together into a cohesive picture, and employing cutting edge, digital tools to keep it all in view...so you'll always know where you stand in comparison to your goals. We'll help you adopt a rational framework for optimizing investment decisions, giving you the best chance of realizing your vision.

Along the way, you can expect financial and investment plans to be gounded in realism, incorporating "margins of safety" so that even if you are dealt an unexpected card or the market turns down, you can continue to move toward financial independence...with clarity and peace of mind to pursue what matters most. 

*Aristotle

 

Get to know your team:

Bruce P. Thompson Andrew Richardt Carla Cappucci Peter Sullivan  Marianne Thompson
 
 
 
 
 
 
 
 
 

About Us

PRIVATE CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

In today’s letter we share some perspectives on inflation, and the re...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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