The Northeast Team of SRP 

We serve as an investment fiduciary, bringing you experience in investments and financial planning, as well as awareness of tax and estate planning topics. Our approach is proactive and holistic to help you develop a strategy that addresses your financial goals and objectives.  We strive to get and keep you on track using powerful planning software, a completely independent investment approach, and some of the most efficient methods available. Where appropriate, we coordinate with your legal and tax advisors and other relationships you may have developed. Our approach is hands-on and personalized. 

  • Investment Fiduciaries
  • Completely Independent
  • Hands-On, Personalized Service

Meet Our Team