Altschuler Financial Services

Citizens Wealth Management provides a comprehensive, collaborative approach to financial planning, designed to cater to the unique needs of individuals, families, and their legacies. Their dedicated advisory team consists of relationship managers, advisors, and specialists, all focused on aligning financial strategies with clients' evolving life circumstances. Alongside personalized financial advice, Citizens Wealth Management offers exclusive rewards and benefits tailored to enhance the overall relationship with clients. Committed to understanding clients' goals, they guide individuals through a complex financial journey while ensuring ongoing support and adjustments as life changes occur. Generated from the website

Welcome, I'm Sarin Barsoumian, CFP®, CRPC®, an independent financial advisor with LPL Financial. My top priority is to provide my clients with the guidance and resources necessary to make strategic financial decisions and to simplify their finances. Whether you are saving for retirement, your child's education, or looking to achieve financial security, you may be unsure of what to do next or whether you can do anything at all. That's where I come in.

Brandon Frye is a Senior Vice President at Robertson Stephens in the Boston Office. With David Matias and Avi Deutsch, he advises clients on financial planning, fixed income strategies, and portfolio management. He is deeply passionate about helping clients achieve their financial goals, starting with small life changes. Prior to joining Robertson Stephens, Brandon was the Director of Fixed Income at Vodia Capital, a boutique wealth management firm in Lincoln, Massachusetts. Having joined the firm in its earliest days, Brandon spent 15 years helping Vodia become a national player. Over the years, he contributed to many aspects of the business, including ongoing portfolio management, designing and implementing complex fixed income strategies, and managing client relationships. Before joining Vodia, Brandon served six years in the United States Marine Corps Reserve. Brandon graduated from Capella University with a bachelor’s in Business and a specialization in Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, he volunteers as a financial coach for Wings for Widows, a nonprofit dedicated to helping newly-widowed men and women navigate the financial trauma of loss. He lives with his family in Assonet, Massachusetts, where he spends countless hours optimizing travel-hacking strategies and dreaming of warm Mallorcan summers.