Our Team
Jonathan H. Loer, CFP®
Co-founder and Chief Planning Officer
(617) 977-5793
Jonathan Loer is a retirement income expert and a Certified Financial Planner™ who has been creating thoughtful and comprehensive financial plans for clients throughout his career. He understands that the transition from work into...
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Lauris S. Lambergs, CIMA®, GFP Fellow
Co-founder and Chief Investment Officer
(617) 977-5793
Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex...