Why Us
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our Advisors
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
Our Principles
Regardless of what type of work we are performing for our clients, there are certain principles that dictate how we operate as a firm. The following are some of the core beliefs that shape our practice.
Our Team
The support staff at Capital Analysts of New England is another area that sets us apart from other firms. The majority of our staff, especially in the key areas of compliance, underwriting, and office management have been with us for many years and are extremely experienced.
Our Process
Effective consulting requires a commitment of time and talent combined with a candid exchange of information and opinion. It requires trust. We believe trust is earned, not given.
Our Services
We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Investments
Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
Insurance
Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Your Finances
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Asset Allocation
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Charitable Giving
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
