Altimeter Capital

Breckinridge Capital Advisors, Inc., located in Boston, MA, specializes in investment-grade multi-sector and sector-focused bond strategies, offering a range of fixed-income solutions tailored to meet the needs of investment professionals and institutional asset owners. The firm emphasizes a strong research culture, with half of its investment team consisting of research analysts dedicated to developing innovative investment strategies. In addition to its fixed-income offerings, Breckinridge targets high-quality large-cap companies known for their consistent dividend payments, and it provides personalized bond portfolio management. The company is committed to anticipating client needs and fostering long-term relationships through its dedicated consultant relations and business development strategies. Generated from the website

Centerpoint Advisors LLC, located in Needham, MA, is a Registered Investment Advisor dedicated to providing comprehensive financial services including investment management, financial planning, and family office services. With a focus on maximizing client outcomes, the firm collaborates closely with clients and their tax professionals to navigate complex financial landscapes. Recently, Centerpoint has highlighted the Massachusetts Tax Relief Bill, which introduces significant changes to the state's tax system, aiming to benefit residents through reduced capital gains taxes, increased tax credits for families, and enhanced estate planning options. The firm emphasizes the importance of reviewing these strategies with tax professionals to ensure tailored applications for each client's unique financial situation. Generated from the website

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning. The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website