Brown Advisory

Northeast Investment Management is a Boston-based registered investment advisor with over $2 billion in assets under management. They offer a range of services including investment management, fiduciary services and estate planning, tax consultation and preparation, family office services, and financial planning. Their team consists of professionals with expertise in security analysis, financial planning, tax services, and trust management, allowing them to provide comprehensive financial solutions tailored to the individual needs of their clients. At Northeast, they understand that true wealth goes beyond account balances and portfolios. They prioritize the personal and family priorities of their clients, aiming to help them achieve their goals not just in the next few months, but also for future generations. With their diverse team and network of professionals, they are able to assist clients with a wide range of financial decisions, ensuring that their clients' wealth is managed thoughtfully and in line with their values and aspirations.Generated from the website

JP Marvel Wealth Management in Boston, MA, is dedicated to protecting clients' wealth while pursuing long-term growth, reflecting their history and vision. With a team committed to providing financial peace of mind, they offer a range of services that include wealth planning, transitions and life planning, and investment management. Emphasizing honesty, hard work, and a thirst for knowledge, JP Marvel aims to earn the trust and satisfaction of clients as they navigate crucial financial decisions. Their expertise allows clients and their families to live confidently, knowing that their financial world is secure and expertly managed. Generated from the website

VIEW PORTFOLIO Synergy Investment & Development is a Boston-based real estate investment and development firm focusing on investment assets and residential development opportunities in the Northeast. Having completed over $500, 000, 000 in real estate transactions, Synergy's office and retail portfolio of approximately 1, 000, 000 SF provides space to over 120 local companies.