Wellesley Investment Advisors

Investment Advisory Group, located in Hanover, MA, takes a personalized approach to financial planning by focusing on understanding each client's unique needs, values, and goals before assembling their financial puzzle. With a team dedicated to listening and learning, they strive to put together the pieces that align with the client's desired picture on the box. Specializing in investment advisory and related services, Investment Advisory Group, LLC is a Registered Investment Advisor serving clients nationally. Their comprehensive approach to financial planning aims to manage risk, enhance returns, and help clients achieve their financial goals through thoughtful asset allocation strategies.Generated from the website

Solamere Capital, founded in 2008, is a Boston-based investment firm formed by a group of current and former CEOs who leverage their extensive networks and expertise to drive value in private investments. The firm focuses on partnering with and investing in growing founder- and family-led businesses with an EBITDA greater than $7 million. With a strategic network of 200 investors, families, business owners, and senior executives across major industries, Solamere Capital is committed to patient long-term investments and creative transaction structuring. Their approach emphasizes the creation of meaningful value for portfolio companies through collaboration and strategic partnerships. Generated from the website

VIEW PORTFOLIO Synergy Investment & Development is a Boston-based real estate investment and development firm focusing on investment assets and residential development opportunities in the Northeast. Having completed over $500, 000, 000 in real estate transactions, Synergy's office and retail portfolio of approximately 1, 000, 000 SF provides space to over 120 local companies.