Snug Harbor Capital Mgmt LLC

1620 Investment Advisors, located in Plymouth, MA, is an independent investment management firm that specializes in providing financial planning and investment management services to individuals, business owners, and financial services firms. With approximately $195 million in assets under management, the firm focuses on delivering conflict-free investment advice tailored to meet the unique needs of its clients. Boasting a team of experienced professionals with an average of over 20 years in the industry, 1620 Investment Advisors emphasizes a disciplined investment process that prioritizes risk management and tax efficiency. Their fee-based compensation model aligns their interests with those of their clients, ensuring a commitment to maximizing financial success without the influence of sales commissions or referral fees. Generated from the website

Barnside Capital, LLC is a real estate firm based in Hanover, MA, specializing in assisting 1031 exchange real estate investors in deferring capital gains taxes through Delaware Statutory Trusts (DSTs) and single owner property exchanges. Their services include providing available 1031 properties, DSTs, and tax credits under Section 42 for affordable housing development. With offices in Boston, MA and Orlando, FL, Barnside Capital offers full-service real estate solutions, guiding investors through tax-deferred exchanges and offering expertise in navigating federal and state capital gains taxes, as well as depreciation recapture. Their team, led by Michael J. Cronin and Peter A. Finnegan, is dedicated to empowering investors to make informed decisions for maximizing tax benefits and lifestyle advantages in real estate investments.Generated from the website

Contravisory Investment Management, based in Norwell, MA, has been a trusted partner in wealth management since 1972, offering customized portfolio solutions to both private clients and institutional partners. With over 50 years of experience, the firm prides itself on its depth of expertise, proven performance, and commitment to building long-lasting client relationships through integrity and trust. Dedicated to a comprehensive financial planning approach, Contravisory focuses on understanding each client's unique objectives, values, and passions before developing tailored investment strategies. The firm emphasizes a concierge client experience, delivering regular updates and ongoing communication to ensure steady progress towards their clients' financial goals. Generated from the website