Skip Navigation

Our Team

Investment Management

Financial Planning

Chris is a CFA Charterholder and enjoys golfing.

Christopher S. Deeley, CFA

Financial Advisor

Mike is a CIMA® and committed community volunteer.

J. Michael Grenon, CIMA^®

Principal, Vice President

Kevin is the company’s CEO and enjoys unwinding by the fireplace with family and friends.

Kevin T. Grimes, CFA, CFP^®

CEO | Chief Investment Officer

Mike has a history of running marathons and once completed the Lake Placid Ironman.

Michael Maguire, CFP^®, ChFC^®, RICP^®

Financial Advisor

Emily is a CFP® and enjoys the beach.

Emily Grimes Wood, CFP^®, CRPS

Principal, Vice President

Our process: Part art. Part science. All about you.

01.
Share Info
02.
Develop Plan
03.
Build Portfolio
04.
Actively Manage
05.
Review & Revise

Latest News & Insights

09.05.24 | Financial Planning

IRS Regulations for Inherited IRA Distributions: What Every Beneficiary Should Know
By Todd A. Herman, CFP® and Lucy McHugh

08.27.24 | Investment Management

Don’t Vote with your Portfolio: 2024 Edition
By Kevin T. Grimes, CFA, CFP®

Stay Connected

Fill out the form below to receive our quarterly newsletter! Sign Up