We’re delighted to be named recipients of the Five Star Wealth Manager award for the second year in a row. Our firms will be highlighted in a special section of the February issue of Boston [...]
The Massachusetts legislature has enacted a new Uniform Probate Code effective as of March 31, 2012. We are currently studying and evaluating this law to determine the changes that will need to [...]
Byron Woodman was recently selected to be on the 2012 Boston’s Top Rated Lawyer’s list. The list is comprised of attorneys who have been awarded the AV Preeminent Rating by [...]
Byron was elected to serve on the New England Deaconess Association – Newbury Court Concord Board of Overseers. Lee McGowan was elected to a three-year term as a Corporator at Emerson [...]
Dear Clients and Friends: As investment account statements and quarterly portfolio reports arrive, we, with the help of DFA, share with you a review of economic and market themes from 2011 and [...]