About Us


Founding Partner: Richard Saint-Laurent, CFP

 Education: Bachelor in Business Administration and three years of graduate study. American International College; Salem State College; U. Mass., Boston. Graduate of the US Army Command & General Staff College, and The Industrial College of the Armed Forces; Graduate of the College for Financial Planning.   

Experience: Established financial planning practice in 1980, having served 13+ years as commercial lending and  business development officer with several Boston area banks. Registered Investment Advisor since 1997; Published various research and opinion papers and articles on leadership, management and financial planning issues. Retired Lt. Colonel,  USAR, with 32 years combined  active and inactive duty service. Tours of service during Korean, Far East, and Middle East conflicts.

Memberships: International Association of Registered Financial Planners; Financial Planning Association (CFP); Registered Investment Advisor; General Securities Principal (NASD);

 Community Service: Chairman Growth Policy Committee (City of Beverly, 1975); Exec. Director Federal Grants Advisory Committee (1974-76); Federal Funds Co-ordinator, 1972-76 (Beverly); Exec. Dir. Beverly Golf & Tennis Commission, 1974-76. Various committee assignments, including several chairs,Rotary Club of Beverly.

 

Managing Partner: Richard St-Laurent, A “5 Star Professional Wealth Manager” Award Winner

Education:  Salem State College 1984, B.S. Finance, 

  • Experience:

Self Employed Business Owner and Entrepreneur Since 1979 in Massachusetts, Kentucky, and California.  Two Years Institutional Trading with Morgan Stanley Dean Witter. Over 25 Years as a Fiduciary and Financial Consultant.  Experienced in most stages of Real Estate Finance and Development. 
He is a Certified Wealth Preservation Planner (CWPP), trained by The Wealth Preservation Institute, specializing in helping high net worth individuals increase productivity, profitability and retire early while protecting assets from market losses and lawsuits.

• Extensive Knowledge of All Securities and Insurance Products
• Business Benefits Planning and Human Resource Communication Specialist
• Experienced in Estate and Long Term Care Planning
• Studied in Elder Care Planning
• Background in Venture Capital and Private Placements
• Knowledge of College Aid Funding and Tax Planning Strategies
• Responsible for Establishing and Funding Several Start-Up Companies
• Understanding of Various Forms of Alternatives to Fund Business Capital 

National Partner Affiliations:

  • CPAPlus Network – a national, non-profit, peer-to-peer network of small CPA firms, formed to exchange best practices specific to our challenges and culture. Through the collective expertise and experiences of firms from across the country, we are effectively overcoming specific challenges many of us face. This Network was created by CPAs for CPAs as a resource for improving efficiencies and increasing revenue. By sharing best practices through various methodologies, we have been able to produce effective systems without the high cost of traditional coaching programs.  www.cpaplusnetwork.com.
  • Victory Fiduciary Consultants – a subsidiary of  Victory Asset Management Co. Inc. is a 401k compliance consulting firm. Their main objective is to enabling small and mid-sized businesses to have a retirement plan comparable to the best run Fortune 500 companies, using the Industry’s Best Practice Standards, while reducing corporate and personal liability through compliance and shared fiduciary responsibilities.  http://www.victoryfiduciaryconsulting.com/company.html