Mason Capital Partners

Appleton Partners Inc is a Boston-based investment management firm that offers a range of financial services to individuals, non-profit organizations, and institutional clients. With a commitment to research-driven strategies, they provide customized wealth management solutions and investment strategies tailored to meet the unique needs of their clients. Their team of experienced professionals focuses on active management and passive strategies, with a strong emphasis on environmental, social, and governance (ESG) insights. Through their separate account management and private client services, Appleton Partners Inc aims to help clients achieve their financial goals and navigate the complexities of the market.Generated from the website

Boston Advisors is a trusted investment firm that has been proudly serving institutional investors since 1982, offering a powerful hybrid investment process that combines quantitative modeling with expert judgment and insight from their team of experienced professionals. With a dedicated team of thoughtful investment experts, Boston Advisors provides broad asset management and wealth planning expertise, ensuring that clients' investment goals are met with purpose and precision.Generated from the website

Lechner Associates in North Attleborough, MA offers comprehensive financial planning, investment advice, and asset management services tailored to each client. As independent financial advisors, they provide fee-only financial planning without selling products or receiving commissions. Clients receive personalized attention and expert guidance to assess their current financial situation, create a financial plan, and achieve their financial goals. With a focus on helping individuals prepare for retirement and estate planning, Lechner Associates is dedicated to helping clients fully experience life through sound financial management.Generated from the website