Ecap

RhumbLine Advisers, established in 1990, is a Boston-based investment firm specializing in managing customized index-based strategies for institutional investors. As an employee-owned company, they prioritize meeting the diverse needs of their clients. With $118.1 billion in assets under management as of June 30, 2024, RhumbLine Advisers serves 325 clients across 39 states, offering a range of index-based products tailored to institutional investment needs. 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

M3 Wealth Advisors LLC, located in Needham Heights, MA, specializes in preserving and managing wealth through low-cost index investing, insurance, and estate planning solutions. The firm is dedicated to helping clients achieve their financial goals while addressing their individual risk tolerance and providing financial confidence. With a focus on diversification, M3 Wealth Advisors believes in a comprehensive investment strategy that mitigates market volatility. They also offer life insurance and estate planning services to protect clients' financial futures and ensure wealth preservation across generations. Generated from the website