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Natick, Massachusetts

Private Wealth Management & Financial Planning in Natick

Providing financial clarity across the nation and in your local area.

Ready to learn more?

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local knowledge. all in-house.

About the Natick Team

Each member of our Natick team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Contact Natick Team

182 West Central Street, Suite 301
Natick, MA 01760

(877) 227-0847

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

  • Insurance

Recent Thought Leadership

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Meet your team

  • Michael F. Edwards Wealth Advisor, Managing Director headshot

    Michael F. Edwards

    CFA

    Wealth Advisor, Managing Director

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  • Joseph J. Trainor Wealth Advisor, Managing Director headshot

    Joseph J. Trainor

    CFA

    Wealth Advisor, Managing Director

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  • Marybeth R. Breed Wealth Advisor, Executive Director headshot

    Marybeth R. Breed

    CFP®

    Wealth Advisor, Executive Director

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  • Scott M. Brown Wealth Advisor, Executive Director headshot

    Scott M. Brown

    CFA, CFP®

    Wealth Advisor, Executive Director

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  • Bin Chen Wealth Advisor, Director headshot

    Bin Chen

    CFA

    Wealth Advisor, Director

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  • Stephen F. Curran Wealth Advisor, Executive Director headshot

    Stephen F. Curran

    CFP®

    Wealth Advisor, Executive Director

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  • Eileen S. Currie Wealth Advisor, Director headshot

    Eileen S. Currie

    Wealth Advisor, Director

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  • John M. Ham Wealth Advisor, Executive Director headshot

    John M. Ham

    CFA

    Wealth Advisor, Executive Director

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  • Joseph W. Hayes Wealth Advisor, Director headshot

    Joseph W. Hayes

    CFP®, CLU®, CEPA®

    Wealth Advisor, Director

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  • Ronald F. Siggens Wealth Advisor, Executive Director headshot

    Ronald F. Siggens

    Wealth Advisor, Executive Director

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Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

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