Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
firstname.lastname@example.org | 617-247-6072
We specialize in pre and post-business sale planning for owners and key employees. We build detailed, goal-based financial plans while working with clients' other trusted advisors.
1) Added structure to one's financial life, 2) access to top caliber wealth management resources and experience, 3) ease of use, and 4) ongoing education and communication
Greater Boston Sponsor
5 Year Member
© 2021 XPX Global LLC. All Rights Reserved.