Helping successful people with every matter money touches

A financial partner for families and individuals

Our team serves successful families and individuals who understand the importance of having a well-designed financial plan for addressing essential priorities such as funding their children’s college educations and preparing for retirement.

Our advisors have years of experience in addressing important financial matters such as asset protection, tax planning, managing cash flow, managing education debt, valuing a company or practice for purchase or sale and, ultimately, financial independence.

Family is important to our clients, so we take extra measures to truly understand their family dynamics and fulfill the wishes they have for their loved ones. We help our clients have a legacy plan that not only provides for their family and the charitable causes they’re passionate about, but also has the potential to yield tax benefits and further their overall wealth management plan.

Our team serves many multigenerational clients, including their children and grandchildren, who are often working with an advisor for the first time. Whatever the need, we’ll be here for you throughout your life – and for the next generation of your family.

We believe in a coordinated approach that accesses both CPAs and attorneys. We are happy to coordinate with your chosen professionals, or if not, we have resources for those who need them.

Eileen A. Nevins
Elder Law and Estate Planning
Law Office of Eileen A. Nevins
Unit 3-1, One Park Avenue
Hampton, NH 03842

Charles Arthur
Estate Law
125 Main Street
Reading, MA 01867

Valhouli Law Office
Christos  J. Valhouli, Esq.
1 Park Avenue, Suite 3-2
Hampton, NH 03842

Certified Public Accountants

George Ferullo
100 Corporate Place, Suite 300
Peabody, MA 01960

Stinson Associates
Eric Stinson
144 Pleasant Street
Laconia, NH 03247-0717

Eliasen, CPA
Greg Eliasen
P.O. Box 80521
451 Main Street
Stoneham, MA 02180

Anstiss & Co., P.C.
Richard Dionne
Princeton Corporate Centre
1115 Westford Street
Lowell, MA 01851

Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax professional for tax advice specific to their situation.

© NewDay Solutions, LLC; a registered investment advisor
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