Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/48190
PR OMO TION with some of the world's wealthiest families have honed our ability to help anticipate opportunities and given us the wisdom to discern what makes the most sense for a given individual or group. With first-class capabilities all over the world we can execute a strat- egy suited to your needs, always with the goal of expanding the possibilities that your resources represent. distinguished advisory capabilities, which are essential elements—indeed, prerequisites—for the work we do. As a customized strategy takes shape, our access to sophisticated resources and exclusive, tailored investment op- portunities may help make sure your wealth is used to its full potential. The members of the Botta-McCarron Group bring a combined total of 60 years* of experience helping meet the needs of high-net-worth individuals, their fami- lies and businesses. Our consultative approach means we seek to understand your vision, your preferences and your unique circumstances before we for- mulate the wealth strategy that helps to meet your needs. Bringing You Both Intellectual Strength and Outstanding Services Because we understand that significant wealth may cause a great deal of com- plexity, our goal is to bring balance to your financial life with close attention to detail. You may need institutional- caliber investment capabilities. You may also be looking for a new care- taker for a vacation home; someone to handle the consignment of your artwork; advice to help conduct busi- ness abroad; or a strategy that turns the value of your restricted stock into seed money for your daughter's start-up firm. We look at these situations with well-trained eyes. Years of experience We invite you to be a member of our "club", because that is how we view it. We are not for every family, but for those who feel our approach to wealth planning is the right fit for their needs. Chemistry is everything and we would like to start the journey of getting to know each other to see if there is a good fit. Frank Botta, CFP® Frank has been a Certified Financial Planner® since 2003, and is also a Family Wealth Director at Morgan Stanley Smith Barney, a designation earned by less than 1 percent of the 18,000 financial advisors at the firm. To view more information on Frank, Dan and the rest of the group please visit the Botta- McCarron group website at: www.morganstanley.com/fa/thebotta-mccarrongroup Frank has lived on the North Shore for the past 15 years with his wife Jean, son Drew and daughter Olivia. He is a member of Salem Country Club, coaches Nahant Youth Soccer and Nahant Little League and sits on the board. Also, Frank is involved with the MSPCA as well as other local charities. * Frank has 17 years of experience, Dan has 20 years of experience, and the rest of the group has a combined 25 years of experience.