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Who We Are

Our clients are important to us, and we take planning for their future personally.

Our practice builds on the relationships we form among our team and our clients. We take the time to get to know you personally and financially and build a trusted relationship extending decades and to multi-generations. The whole team is well versed in the firm’s operations, planning, and understanding each individual client and their family.

Our open architecture ensures we can satisfy your specific financial needs and act in your best interest with diversified investment management solutions. We recommend the financial products best suited for your financial plan considering asset allocation, diversification, and investment timeline.

Our team brings a depth and breadth of knowledge and specialized expertise to accommodate your every financial need from tax-efficient strategies, retirement planning, money management, insurance, education planning, and estate and elderly care planning. There is a guide for each specialized service.

Our Team

Kevin Dwyer CFP®, CLU®

Wealth Management Advisor

Brian F. Filanowski CFP®, ChFC®, CLU®

Associate Wealth Management Advisor

David J Rubino J.D., LL.M.

Director of Wealth Management Services

Bill Bradshaw ChFC®, CLU®

Associate Wealth Management Advisor

Meghan Dwyer

Associate Wealth Management Advisor

Shannon Dwyer

Director of Marketing and Communications

Adam Donovan

Associate Wealth Management Advisor

Kevin Dwyer Jr.

Financial Planning Analyst

Elizabeth O'Donnell

Director of Business Development

Brendan M Dwyer

Financial Planning Analyst

Sean Threlfall

Financial Planning Analyst

Kayla Weiss

Associate Financial Representative