Through our fiduciary relationship with our clients, we prioritize their best interests, treating them as individuals with specific needs, goals and dreams. We listen carefully and act with integrity, building bonds of trust to last a lifetime.


We excel at connecting our clients when we see the mutual benefits for a relevant introduction, whether it’s to solve a problem, advance an idea, or to share in an opportunity. We focus on our clients as people who thrive by connecting to each other and their community.

Team Approach

With our team of 7, we surround our clients in a highly collaborative environment in which we commit to delivering friendly personal attention and reliable proactive service.


We are essentially conflict-free, offering objective advice that is supported by a fee-based arrangement. As part of the Dynasty Financial Partners network, we work in an open architecture that ensures our ability to serve our clients under the fiduciary standard.

Highly Credentialed Advisors

Our advisors have a passion for continual learning and have earned advanced degrees and designations. Mark Perrault, Charlie Dunn and Geoffrey Schaefer are all CERTIFIED FINANCIAL PLANNER™ practitioners. Mark, who has an MBA, and Charlie have earned the Retirement Income Certified Professional designation.

Objective Advice

As an independent firm, we offer a ‘triangulation of advice.’ That means our advisory role is distinct from the resource partners whose products we may recommend. And in turn, those partners are also independent from the custodian we’ve chosen to safeguard our clients’ assets. Together, these three parts unify in order to serve our clients but, as separate entities, we are able to avoid conflicts of interest.

Early-Stage Careers

With a combined experience of 30 years in wealth management, our three advisors have 20- to 30-year careers ahead of them, to grow alongside our client relationships, preparing individuals for retirement, business owners for succession, and families for the next generation. As astute business owners themselves, Mark, Charlie and Geoff have already built a robust succession plan for the firm.

Socially Responsible Investing

We work closely with many of our clients who actively seek to align their investment portfolios with their personal values or organization’s mission. To help them pursue SRI and related thematic investing, we develop specific strategies, including individual stock selection, that pursues “performance in step with purpose.” Identifying the pillars of a client’s investment policy, we also monitor and evaluate the impact of each portfolio.