Sandra Gilpatrick

PFPC Global Fund Services is a financial services company based in Boston, MA, specializing in providing fund administration and accounting services to investment management firms. With a focus on operational efficiency and client satisfaction, PFPC Global Fund Services offers a range of solutions to support the complex needs of the investment industry. Generated from their business information

Highland Peak Wealth is a fee-only, independent financial advisory firm based in Boston, specializing in serving High Net Worth Individuals, Families, and Institutions. They offer comprehensive wealth management and investment services tailored to clients in all stages of life. With a focus on providing personalized financial solutions, Highland Peak Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experts strives to deliver top-notch service and guidance to navigate the complexities of wealth management. Generated from their website's infomation

Darrow Company Inc is a Boston-based asset management and financial planning firm that specializes in helping clients navigate sudden wealth events, such as stock options after an IPO, inheritance, or selling a business. With their team of experienced wealth advisors, they offer comprehensive wealth management services that include ongoing investment management and financial planning support. As a fee-only financial advisor and fiduciary, Darrow is committed to acting in the best interest of their clients and does not earn commissions or sell products. With offices in Boston and Needham, Darrow serves clients nationwide as a SEC-registered investment advisor. Their team of advisors, including CERTIFIED FINANCIAL PLANNER professionals, CFA, and CPA professionals, have extensive expertise in investment management, financial planning, and tax. Whether clients are employees with stock options, individuals planning for sudden wealth events, or business owners and founders, Darrow provides personalized solutions to help them achieve their financial goals.Generated from the website