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Investment Management Services

November, 2023

It’s official, and 3 years in the making, I’ve moved… my company and partner RIA firm.
First, physically, the Coast to Coast home office in Chatham is now at the beautiful “Modern Workspace” located at 60J Munson Meeting Way in Chatham.

I’ve also moved my registered investment advisory firm, to support our Charles Schwab clients, to Motiv8 Investments. How ironic I chose a firm named Motiv8, never felt so motivated for the next chapter. Many thanks to my clients during this time of transition.

Learn more here



ADV Part 2A        ADV Part 2B       CRS/ADV Part3