Question 1

Douglas Pike, and one in Portsmouth, RI at 35 Dyer Street.

2. What services does the company offer?

Accepted Answer

The company offers a range of financial services, including financial planning, portfolio management, retirement income planning, and estate planning.

Question 2

What is the company's approach to portfolio management?

Accepted Answer

The company's approach to portfolio management is to "expect the unexpected, so you don't have to." They aim to protect their clients' assets and help them achieve their financial goals.

Question 3

What type of clients does the company serve?

Accepted Answer

The company caters to high net worth clients with strong family values, aiming to protect what matters most to them.

Question 4

What awards and recognition has the company received?

Accepted Answer

The company has been recognized as a "Five Star Wealth Manager" and has been named one of the "Best Financial Advisory Firms" by USA Today and Statista.

Portsmouth Financial Center

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Douglas Pike, and one in Portsmouth, RI at 35 Dyer Street. 2. What services does the company offer?

What is the company's approach to portfolio management?

What type of clients does the company serve?

What awards and recognition has the company received?

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