Unlike the that elusive boutique wine waiting list that you've been looking to join, our practice is open for business! You've finally found someone who understands and shares your love of fine wine AND can help you save for retirement and make good financial choices.

  • Investment advice and financial planning in a responsible, judgment free environment
  • We can fit fine wine AND saving in the budget
  • New England in-person meetings or via web meeting for clients across the country
  • Special Discount for fine wine enthusiasts (mention discount code FW2016)
  • Free seminars, bottle shares and special sessions at wine events
  • Part-time CFO, strategic planning and financial analysis for winery owners