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About Us
I founded Nashoba Valley Wealth Management so that I can share my expertise and knowledge on financial planning concepts and provide individuals and multigenerational families with guidance on portfolio management, retirement planning, income strategies, and tax optimization. With over twenty five years of financial planning experience, I take pride in crafting tailored financial plans to assist families and small businesses with attaining their wealth planning goals. Most importantly, as a fiduciary, I practice a focused and trustworthy approach to wealth management by always looking out for