A Higher Standard of Financial Stewardship for Boston Families

We act as your personal CFO, providing integrated, sophisticated strategies to grow and protect your wealth for generations to come. Your wealth is complex. Your financial strategy should be comprehensive.

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Panoramic view of the Boston skyline at dusk, with modern financial buildings illuminated, symbolizing sophisticated wealth management.

The Deep Pocket Guides Difference

Holistic & Integrated

We manage your entire financial picture—investments, taxes, estate, and insurance—under one coordinated strategy, ensuring every element works in harmony for your prosperity.

Fiduciary Commitment

Our unwavering dedication means our advice is objective, unbiased, and always in your best interest. Your financial success is the only metric that matters to us.

Unparalleled Access & Discretion

You receive a dedicated wealth advisor, ensuring personalized attention and the utmost confidentiality for all your sophisticated financial affairs.

Our Integrated Wealth Management Services

Custom Portfolio Construction

Tailored investment strategies utilizing both traditional public market assets and carefully selected private market opportunities.

Advanced Tax Planning

Strategic guidance to minimize tax drag on your investment returns and optimize wealth transfer across generations.

Legacy & Estate Planning

Expert structuring of trusts, charitable giving strategies, and wealth transfer plans to safeguard your legacy.

Risk Management

Comprehensive review and implementation of strategies to mitigate financial risks across your entire portfolio and liabilities.

Concentrated Stock Management

Specialized strategies for executives and founders holding significant company stock, focusing on diversification and risk mitigation.

Family Governance

Facilitating financial education, philanthropic planning, and communication strategies for the next generation of wealth holders.

Our Engagement Process

Initial Discovery Meeting

A confidential discussion to deeply understand your unique circumstances, core values, and comprehensive financial aspirations.

Wealth Strategy Proposal

We present a meticulously crafted, integrated proposal outlining a bespoke strategy designed to achieve your specific wealth objectives.

Strategic Implementation

Upon your approval, we meticulously execute the agreed-upon strategy, coordinating seamlessly with your existing team of advisors (attorneys, CPAs).

Ongoing Reporting & Communication

You receive regular, transparent reports and proactive updates, ensuring continuous insight and control over your financial journey with your dedicated advisor.