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Capital Analysts of New England, Inc.

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  • Wealth Management Services 
    • Asset Management
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  • About Us 
    • Our Principles
    • Our Team
    • Our Process
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  • Our Advisors 
    • Partners:
    • Christopher R. Connolly
    • Suzanne Conran
    • Steven H. Dubin
    • Christopher M. Duffy
    • Erik C. Hacker
    • Brian J. Hill
    • Thomas E. Hoffman
    • Merrie Leighton
    • Thomas J. McCarthy
    • Kevin A. Morse
    • Gerard T. Robinson
    • Associate Advisors:
    • Raymond Downs
    • James Shannon
    • Todd A. Bragg
  • Prospective Advisors

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Prospective Advisors

Capital Analysts of New England

With its founding in 1972, Capital Analysts of New England has a long history of providing a full range of financial planning and wealth management services.  Our advisors have long adhered to the application of key financial concepts such as diversification and asset allocation*, Capital Analysts of New England has helped to build and preserve the wealth of its clients for more than forty-five years.  Our advisors offer their clients true "wealth management" services including investment, financial, insurance, business succession and wealth transfer planning.  Our core group of advisors has been here for over 20 years

At Capital Analysts of New England we understand that each advisor has his or her own individualized needs and preferences, that no two advisors are exactly alike. Capital Analysts of New England is designed to help advisors grow their business by providing the support necessary to take their business to the “next level.”  We provide our advisors with the following:

  • PROFESSIONAL STAFF
    • Our commitment to our advisors and to superior service begins with the work of our staff here in Braintree and is carried through in the selection of our broker dealer - Lincoln Investment, the insurance companies we represent, and our brokerage services.  We combine our vast financial industry experience with state-of-the-art technology to bring our advisors the highest possible quality service.
  • NO PROPRIETARY PRODUCTS
    • Since neither Lincoln Investment, Capital Analysts, nor Capital Analysts of New England manufacture financial products, we are able to keep our objectivity to truly serve our client’s best interests.  We search the marketplace for the best products to help meet your clients’ objectives.
  • PROPRIETARY RESEARCH
    • Through Lincoln Investment and Capital Analysts, we offer a broad spectrum of proprietary research including the ongoing evaluation of almost 14,000 mutual funds, as well as variable products and money managers.  The research staff translates complex data into useful planning strategies to help you best meet your client’s needs.  We also create and monitor investment models which use advanced ideas on portfolio construction and management.

*Asset allocation or diversification do not guarantee a profit or protect against a loss.

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Capital Analysts of New England and the firms below are independent and not affiliated.

Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com.

This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax and legal services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.

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