Family-based differentiation

As a father/son-in-law team working together for more than 24 years, we know that our unique business and personal relationship has helped us build a successful practice. Our family-oriented practice brings great continuity to our business, and fosters a family atmosphere filled with communication and long-term relationships with our clients.

“This is not a job to us. This is an important family affair built on the trust, knowledge and relationships we have with each other and our clients.” -Robert Bourgault

Robert Bourgault

Robert L. Bourgault

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus


Richard Dichiaro

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

image of Sarah Paiva

Sarah Paiva

Investment Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Wealth Strategist


Trust Consultant


Wealth Planning Associate


Wealth Management Banker


Insurance and Annuity Consultant

Let's start the conversation

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