WealthWise
Planning Today for a Stronger Tomorrow
Dan brings extensive experience in asset management, retirement planning, estate planning, and investment management. He spent 21 years with Fidelity Investments, most recently serving as Vice President and Wealth Manager in the firm’s Private Wealth division in Boston. Before joining Fidelity, Dan held a 13-year tenure at Raytheon Technologies, where he served as a Program Coordinator in the Patriot Field Return program. He holds a Bachelor of Science degree in Business.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Your Content Goes HereComprehensive planning solutions aligned with your priorities
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Advanced Estate and Tax Planning Strategies
Your Content Goes HereElevated estate and tax planning strategies that honor your intentions and secure your legacy.
Strategic Business Growth, Valuation, and Exit Planning for Business Owners
Your Content Goes HereStrategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.
Alternative Investments and Private Investment Opportunities
Your Content Goes HereExclusive access to alternative and private investment opportunities tailored for sophisticated clients seeking enhanced diversification and long-term growth.
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