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Services
Family and Personal Wealth
Online Advisors
Portfolio Stress Test
Insurance & Risk Management
Second Home Savvy
Financial Advisory for Young Professionals
Twelve Points Perspectives
Education Checklist
Approach
Client First Process
What Sets Us Apart
Our Investment Philosophy
Our Values
Team
Jared Bilodeau
Chris Cahill
Dave Clayman
Terri Defina
Francesca Federico
Manny Frangiadakis
Alexandra (Sasha) Gorskaya
Renee Hoffman
Greg Phillips
Igor Tiguy
Kimberly Van Winkle
Michael Canale
Blog
Resources
Twelve Points Perspectives
Portfolio Stress Test
Education Checklist
Webinars
Contact Us
Client Login
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