Thomas Burke / Philip Melanson
Rockland Office
800 Hingham Street
Cornerstone Building
Rockland, MA 02370

Christopher O’Brien
Wareham Office
2527 Cranberry Highway, Unit D-1
Wareham, MA 02571

781.682.2095
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It all starts with what most important to you.

Our team and our process is focused on
helping you manage your financial life.

Talk to us – we’re here to listen.

Your Financial Services Team

Thomas Burke

Phil Melanson

Christopher O’Brien

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What will your retirement look like?

Let's begin building your retirement plan today.

In today's complex world, we could all use a little help. We would love to be chosen as your trusted advisor firm. Please let us know how we can be of assistance.

Our Services

Our Team

Tom has been advising individuals and business owners for over 20 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.

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Phil has been advising individuals and business owners for over 25 years, serving as their client’s primary advisor in the areas of wealth management, retirement income and estate planning.

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Chris began his career in a family-owned insurance agency in Canton, MA, moving to a position with an industry-leading insurance carrier in 1985, where he provided clients with individual insurance and investment advice.

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