The Soper Group understands that every client is unique with specific goals regarding their wealth management. We are focused on providing a personalized approach to helping clients reach their goals. The Soper Group has a saying, "All our work is custom." It is what helps set us apart from other financial services practices. We understand that in today's world growing and preserving one's wealth, generating income from wealth and planning for the future are key components to total wealth management.The clients we work with are successful people. They've accumulated their wealth in various ways and want varied amounts of control over their investment strategies. These clients are well educated, executives and business leaders who appreciate the level of knowledge and experience that the Soper Group brings. Geoff holds both the Chartered Financial Analyst® (CFA®) designation as well as the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc.Geoff is an Eagle Scout. He joined Merrill Lynch Wealth Management in 1985 after graduating from Ursinus College, Collegeville Pennsylvania where he earned a Bachelor of Arts degree in Economics and Business Administration. Geoff is an avid skier and tennis player. He is a Trustee of Youth Enrichment Services "YES" in Boston and resides in Winchester with his wife, Genny and three children.Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.