We are a comprehensive financial planning, investment management, and insurance services firm founded by Paul T. Murray, who is an Accredited Investment Fiduciary® and a Chartered Financial Consultant®. Wealth Management services include Financial Planning, Investment Management, Retirement Income Planning, Estate Planning, Long-Term Care Planning, and much more. Our highest fee, based on assets we directly manage, is less the industry standard 1%. We also offer an Investment Management-only fee, which is a flat 0.4% of assets we... read full review »