Steven, along with his business partner Bob Reed, are dedicated family wealth strategists. They provide trust and confidence to their clients’ financial lives. Between Steven and Bob are 45 years of experience in the financial services industry. They bring the expertise of many to the service of one.

 

Steven has a very distinctive investment philosophy, which is to build portfolios focused on producing dividends. He believes dividends are a sign or measure of an investment’s health. A dividend is like running a financial race but with a head start. It helps enhances a return when the market is rising, creates a return when the market is flat, and mitigates a return when the market is declining. Ask him more when you can.

 

“If you have a large amount of wealth it does not mean that financial planning is unimportant; it only means you have more financial choices. It also doesn’t mean your going to choose the right ones. If you have a small amount of wealth than financial planning is even more important.”

 

Before earning both a Bachelor of Science in Business Management/Finance and a Bachelor of Arts in Economics from East Stroudsburg University of Pennsylvania, Steven served in the United States Army on active duty. He holds a Series 7, 66, Health & Life licenses’. He is currently pursuing the Certified Financial Planner designation.

 

Steven currently resides in Framingham, MA with his wife, Jennifer and their six year old daughter, Angelina, and one year old daughter, Serafina.