How we help

Advice for every part of
your financial life.

Connect your investments, financial plan and protection with the right specialists—so each decision reflects the bigger picture.

Financial planning

See where your
plan stands.

Compare your resources with retirement, education and other goals.

Assets compared with a financial planA demonstration assets line finishes 250 thousand dollars above the dashed plan. Light blue shading marks the surplus. Goal statuses show retirement 18 months ahead of plan, education funding set aside, and a vacation property purchase in three years. These are demonstration inputs, not actual client results.
AssetsPlan
+$250kabove plan
Your goals
Retirement18 months ahead of plan
EducationFunding set aside
Vacation propertyPurchase in 3 years
Explore planning

Exit Studio · Owners & founders

Know what your
exit could fund.

Connect business value with what you need after a sale.

Modeled owner outcome
Headline value$18.00M
Fees & debt−$1.05M
Ownership, structure & timing−$4.17M
Estimated tax−$3.46M
After-tax owner outcome$9.32M
Target$12.69M
Gap identified$3.37M shortfall
Owner Exit StudioFounder Exit Studio

Investment management

Your portfolio,
working together.

Align investments with spending needs and long-term priorities.

Illustrative asset mixEquities 50 percent, fixed income 30 percent, alternatives 15 percent, cash 5 percent. Example only; not a recommended allocation.Asset mix
  • Equities50%
  • Fixed income30%
  • Alternatives15%
  • Cash5%
Explore investments

Protection

Protect the people
who depend on you.

Connect life insurance with your family’s needs and estate plans.

CoverageNeed
Family incomeDisability · Term 20
Mortgage & debtTerm 20 · Universal Life
Estate liquidityUniversal LifeCoverage to review
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Coordination

How we work
with your advisers.

Bring tax, legal, financing and investment decisions into the same conversation.We bring your accountant, lawyer and banking advisers into the decisions that affect your wealth.

Shared decision briefYour next decision
AccountantTax implications
LawyerLegal structure
Private bankerPersonal liquidity
Commercial bankerBusiness financing
M&A advisorTransaction terms
Next stepAgree who does what, and when.
Working with your advisersSee how we coordinate

Who we help

When your financial life gets more complex.

We work with families, business owners, founders and professionals whose financial decisions extend beyond their investment portfolio.

FamiliesHow do we support the next generation and protect our own future?Business ownersWhat would a sale mean for my family’s financial future?FoundersHow will dilution and investor terms affect what I keep at an exit?ExecutivesHow do I turn company equity into lasting personal wealth?PhysiciansHow do I balance practice income, corporate savings and life outside medicine?Life transitionsWhat needs to change after retirement, an inheritance or a separation?

Our team

Know who’s
behind the advice.

Our team works together on investment decisions, planning and client support. You work directly with the people responsible for your portfolio.

The practice’s family roots span five generations. Today, shared judgment and continuity guide the work.

Meet the team and explore our history
Debbie Bongard

Debbie Bongard

CIM, FCSI

Senior Wealth Advisor and Senior Portfolio Manager

Christopher Bowlby

Christopher Bowlby

CFA, CFP

Portfolio Manager

Mark Parent

Mark Parent

CIM, CEPA

Portfolio Manager

Resources & events

Resources for your next decision.

Explore articles, practical guides and conversations about your financial life.

Recent and upcoming events

Before you sell your business, with Wes Forgione

· October 22, 2026

With Wes Forgione
12–1 p.m. ET · Microsoft Teams

View events

Guides & resources

Take a closer look at the decisions around company equity, a business exit and the wealth that follows.

When Growth Outpaces Structure: Strategic Wealth for Founders and Business Owners Who Are Still GrowingYou Only Sell Once: A Strategic Guide to a Sale on Your TermsAfter the Exit: Strategic Wealth Planning for What Comes Next
Explore insights

Before you get in touch

A few practical
questions.

Have a question about your own situation?

Contact our team
What would a first conversation cover?

Your priorities, current financial arrangements and upcoming decisions. From there, we discuss where planning and coordination could help.

Can you work with my accountant and lawyer?

Yes. We work alongside your existing professionals, connecting investment and planning decisions with their advice.

Do I need to move all my assets to start?

Not necessarily. A relationship can begin with a specific planning question. We can discuss the scope that fits your situation.

Talk it through with our team.

Tell us about the decision you’re facing, or ask about how we work with our clients and their families.

Contact our team