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111 Devonshire Street, Boston, Massachusetts, 02109

Phone number

(617) 423-2086


Business & Professional Services > Tax Preparation

We focus on credits with longevity, such as general obligations of populated and established cities and towns, water and sewer revenue bonds, and top hospitals and universities.

Think of the nation's prominent institutions of higher learning, our public transit systems, our major highways, cities and towns – these assets have staying power measured in decades and centuries. Maybe that is the single most important introspection one might have when thinking about maintaining wealth. Do you own assets that have generational staying power? Wealth preservation may depend on the answer.


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