Investment & Estate Planning
Keep Your Financial Future On Track
Need help with your investment and estate planning? With over 25 years of experience, we’ve helped clients achieve their financial goals.
Investment & Estate Planning
Keep Your Financial
Future On Track
Need help with your investment and estate planning? We’re here to help!
Investment
Expert guidance and strategies to help clients grow and manage their wealth through a diversified portfolio of assets, tailored to their financial goals and risk tolerance.
Estate Planning
Protect and manage familial assets, ensuring that wishes are honored and loved ones are cared for through the creation of wills, trusts, and other legal arrangements.
Retirement Planning
Comprehensive planning and management solutions to help individuals achieve a secure and fulfilling retirement.
Services
How We Can Help
Sole Owner and Planner, Eric Sanborn, has thirty-nine years of experience in the financial services industry. Twenty-five years as an independent investment advisor. Over that time, Eric has built relationships with hundreds of families across New England. Why not take the time to see if he can help you?
our blog
Resources and Articles
Connect
Get in touch today
Reach out to us for assistance and start your financial journey.