Elm Tree Capital, LLC

There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information, this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way, making any necessary adjustments to secure your financial future. Finer Wealth Management also provides a quarterly portfolio review to ensure that your Circle of Gold™ receives the best possible results each and every time.

Lincoln Investment is a financial services company that has served the Waltham community for many years. We offer a wide range of financial services, including investments, insurance, and retirement planning. Our experienced team of professionals will work with you to develop a personalized financial plan that meets your specific needs and goals. We are committed to providing our clients with the highest level of service and education. We are proud to be a part of the Waltham community and look forward to serving you.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.