Chris Norton Email & Phone Number

WHAT WE DO: We develop long-term relationships with our clients by gaining a deep understanding of them and their families, and what they want in life. We offer a consultative approach to managing their family wealth and developing a customized multigenerational financial plan. WHO WE WORK WITH: Many of our clients are either approaching retirement or are already retired. They understand the vital importance of preserving the wealth they have accumulated over their lifetime so that they may enjoy their leisure years and leave a legacy for their loved ones. Since small businesses are prevalent in New England, many of our clients are business owners who want experienced guidance in valuating and selling their business and transferring the proceeds into personal wealth in a tax-efficient manner.WHAT MAKES US DIFFERENT: We believe there is admiration in serving others well, in doing the job right, in living up to an obligation and in doing what one says they will do. We believe in having a moral compass and being keenly attuned to it – and knowing that trust and reputation are things that must be earned and are worth earning. We believe in taking pride in a job well done, and giving thanks for having been given the opportunity. We believe, when immersed in graphs or spreadsheets, it’s important to remember that it’s not just numbers on a page, but the financial underpinnings of somebody’s life – somebody who is important to us.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.Please follow this link to Important Disclosure Information:http://raymondjames.com/smrja.htm

Listed skills include Financial Planning, Estate Planning, Discretionary Portfolio Management, Retirement Planning, and 1 others.