Northshore magazine showcases the best that the North Shore of Boston, MA has to offer.
Issue link: http://read.uberflip.com/i/48190
Leading Financial Advisors on the North Shore Financial Advisors PR OMO TION Bridging the Gap... Between Business Ownership and Personal Goals David Poulin, CIMA® CPWA® FINANCIAL ADVISOR SENIOR VICE PRESIDENT - WEALTH MANAGEMENT David Clayman, CMT® FINANCIAL ADVISOR SENIOR VICE PRESIDENT - WEALTH MANAGEMENT Joseph Verri, CRPS® FINANCIAL ADVISOR VICE PRESIDENT - WEALTH MANAGEMENT Francesca Federico FINANCIAL ADVISOR Kimberly Van Winkle REGISTERED ASSOCIATE The Bay Colony Group at Morgan Stanley Smith Barney 950 Winter Street Waltham, MA 02451 1-800-344-4495 x 5129 David.Poulin@mssb.com http://www.fa.smithbarney. com/thebaycolonygroup/ There is much uncertainty in the economic marketplace today. The economic downturn and new legislation have confused, derailed and often delayed the transition plans of many business owners. We help answer some important questions as you look into your future... What is the purpose of my money? What happens to my business if something happens to me? How do I maximize the value of my business as I move toward a transition? What is the current value of my business? Is it enough to maintain the integrity of my lifestyle after I transition from my business? When is the right time to transition? Do I have a plan? Whether you are looking to sell your company or transition it to the next generation, holistic financial planning and wealth advisory should be applied before, during and after a transaction. By understanding your goals and objectives, we are able to develop strategies to help optimize value and reduce risk for your business. We have Morgan Stanley Smith Barney LLC. Member SIPC. a variety of tools and services to help you implement the strategies that are right for you. Business owners like you often find there is a gap between successfully running your business and reaching your personal goals. We focus on helping you bridge that gap. With our highly credentialed and successful advisors, strong skill set and deep experience in working with business owners, we can help you create value for your business, and empower that value to serve your personal aspirations. We have a variety of tools and services to help you implement the strategies that are right for you. Just as importantly as providing the right answers, we will ask the right questions, to clarify your objectives, and to show you how to reach them. We invite you to join the exclusive group of business owners who work with us to enrich their lives and those of their families, foundations and interests.