The Wholey Poitras Group

Specialties

We provide best-in-class wealth management and financial planning services to individual investors, including professionals, business owners, executives, and retirees. Here's how we're different: (1) We Have Our Own Money at Risk. We take pride in the fact that we own the same securities as our clients, and we'd never ask clients to take risks that we wouldn't take ourselves. We believe that is the best way to obtain true objectivity and avoid conflicts of interest. (2) We Aren't About the