Boston Office

Our Boston office is located just outside of downtown Boston in the heart of Brighton, MA.  Whether you are traveling by car or public transportation, we are easily accessible.  Located on Commonwealth Avenue between Boston College and Cleveland Circle, we have convenient parking or are a short walk from the MBTA Green line. 


1931 Commonwealth Avenue
Brighton, MA 02135

Free parking lot located to the left of the building or street parking for Alston/Brighton residents.


  • Green (B) line to Chestnut Hill Avenue
  • Green (C) line to Cleveland Circle
  • Green (D) line to Reservoir
  • 51 or 86 Bus to Chestnut Hill Avenue @ Commonwealth Avenue

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What To Bring

  • Latest tax return
  • Bank account statements
  • Non-retirement investments
  • IRA and Roth IRA investments
  • Workplace savings investments:
    • 401(k)
    • 403(b)
    • Pensions
    • Simple IRA
    • SEP IRA
  • Annuities
  • Wills or trusts
  • Cash-value insurance policies
  • General idea of monthly expenses
  • Any other documents you feel might be relevant to your financial goals
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