Our services

We manage investments with the undivided attention that our clients deserve, putting their best interests first and providing complete fee transparency, while keeping a finger firmly on the pulse of the complex and evolving investment environment. Some of our wealth management services include:

  • Wealth preservation strategies
  • Retirement planning
  • Income planning strategies
  • Investment management
  • Insurance analysis and planning (long-term care and life)
  • Business 401(k)/profit sharing and defined benefit/contribution plans
  • Coordination with other professionals, including accountants and estate planning attorneys

Thank you for your kind and loyal support over the years. It gives us purpose each and every day. Our clients are a diverse grouping of wealthy individuals and families, medical professionals, CEOs and business owners. Our practice is fortunate to serve more clients each year
solely through the introductions we receive from our current clients. Our commitment to serve each client is the underlying source of our success and growth.

The DiChiaro-Bourgault Group has New England roots with global solutions. Contact us today for a complimentary consultation. We look forward to the opportunity to earn your trust.

Contact us today to set up a consultation. 

Let's start the conversation

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