Our firm was founded in January of 1985, and has since developed into a leading provider of specialized, multi-disciplinary professional services. We offer our clients a rare combination of completely integrated legal, tax and financial services that are provided by highly-qualified and experienced professionals who combine their ongoing and attentive personal service with state-of-the-art technology and the sizeable resources of some of the largest and most reputable firms in the global financial services marketplace.
Our goal is to assist our clients in effectively handling the numerous complex transactions and planning decisions which they face in a wide variety of frequently interrelated legal, tax and financial situations. On either a stand-alone single issue basis, or a comprehensive planning basis, we provide professional advice and integrated solutions to assist our clients in achieving their objectives and navigating a safe course through the bewildering array of complexity and confusion that can often surround their most important personal and business decisions.
We utilize a multi-disciplinary approach to identify, evaluate and implement the most appropriate legal, tax and financial strategies for each unique situation, and we enjoy working in close partnership and cooperation with any client's existing legal, tax, accounting, or other professional advisors in a team-oriented consultative arrangement. We are also pleased to be able to offer clients the considerable resources of our own group of leading specialists and outside experts, who can provide additional expertise in client situations that reveal a need for advanced and highly-specialized services in certain particular areas.
We invite you to learn more about the specific capabilities of our firm and the backgrounds of our professional staff within the various sections of this site. Your selection of any type of professional advisor is an important decision that should not be made without your complete knowledge of this type of background information. We have also provided a separate checklist of helpful evaluative criteria that can be viewed and utilized through the "More Info" link that appears on the upper left side of this page.
If you would like to receive additional information about any of our services, or if you have specific issues or questions that you would like to address, we invite you to call our office and speak with Stephen M. Acerra, Jr., Esq., our Managing Principal and Director of Client Services, without cost or obligation for your initial telephone consultation.
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Securities offered through:
Securities Service Network, LLC, Member FINRA, SIPC
FINRA BrokerCheck
Advisory services offered through:
SSN Advisory, Inc., A Registered Investment Advisor
Brokerage accounts carried with:
National Financial Services LLC, Member NYSE, SIPC
A Fidelity Investments Company
In accordance with rules established by the Supreme Judicial Court of Massachusetts, web sites must be labeled as "advertising" and do not constitute legal advice or legal opinion on any specific facts or circumstances, or create a lawyer/client relationship.
LEGAL SERVICES