Gottesman Co

Spruceview Capital Partners is a privately held global asset management firm based in Boston, MA, specializing in customized multi-asset portfolios and the management of alternative asset classes. With a focus on personalized investment strategies, the firm aligns its decisions with clients' specific portfolio and risk management needs, offering a range of engagement options from comprehensive fiduciary services to bespoke solutions. The team at Spruceview brings extensive expertise in institutional asset management, covering investments, governance standards, and risk management. Their proprietary processes, developed over decades, enable them to identify niche opportunities and achieve clients' investment goals effectively. Generated from the website

Polaris Investment Advisors, located in Framingham, MA, is dedicated to guiding clients through the complexities of financial planning with a personalized approach that emphasizes trust and expertise. Their experienced team creates tailored financial plans to help individuals and families achieve their goals of building wealth, preparing for retirement, and maintaining financial security. Recognizing that financial needs evolve at different stages of life, Polaris specializes in a comprehensive range of services, including goal planning, retirement income planning, tax strategies, and estate management. Their commitment to partnering with clients ensures a supportive journey toward financial independence and peace of mind. Generated from the website