As the winter season sets in, we often start to feel the need to slow down. While there’s nothing wrong with slowing your pace from time to time, the fact is, there are benefits to staying active during the winter.
We have been offering comprehensive, holistic wealth management and financial planning for more than three decades. Our team is led by founder and President William "Bill" Morrissey, CFP®, AEP® and business partner Tammera “Tammy” L. Prouty, CFP®, who has been with the company since 2000.
