Cetera Advisors & Brian Thomas

For more than two decades and counting, Mercer Advisors has been proud to call New England home. With a team of local CFA® and CFP® professionals, we provide tailored guidance to a wide range of families and business owners. Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises. Institutional-grade investing: Our approach is backed by decades of research and market analysis, representing the best practices of today’s institutional investment community. Tax efficiency: Minimizing taxes is essential to protecting your lifestyle and legacy. Proactive tax strategy is an integral part of our process.

Raymond James is a global financial services firm based in Bedford, NH, offering trusted advice and tailored sophisticated strategies for individuals and institutions. The firm's advisors focus on understanding the unique complexities of each client's life, providing a wide range of resources and specialized expertise to help clients plan for their financial future. Generated from the website

Turn to Geasphere Advisors in Cranston, Rhode Island, for a registered investment advisor firm providing alternative investment strategies. Our mission provides you a clear mind over money philosophy for achieving desired investment results. You'll benefit from our firm's proprietary philosophy called the "GeaSphere Analysis System". Since 1990 we have helped clients create a comprehensive plan that will preserve and enhance wealth across generations. You'll find that we understand the dynamics of managing wealth that gives you individual attention from our experience network of professionals.