Hingham
Proudly Serving Massachusetts
Hingham
50 Derby St
Suite 200 & 240
Hingham, MA 02043


Your Hingham Team
Elisabeth Talbot
CFA®, CPA
Senior Wealth Advisor
Jack Baird
MBA
Senior Portfolio Manager
Lori Deane
JD
Senior Wealth Advisor
Stephen Stelljes
JD, CFP®
Senior Wealth Advisor
Scott McDonald
CFP®, MSFP
Senior Wealth Advisor
Jeffrey Craig
CFP®, EA
Senior Wealth Advisor
Jay Lupica
JD, AEP®, CTFA
Senior Wealth Advisor
Erin Manganello
CFP®
Senior Wealth Advisor
Brandon Arnold
Associate Wealth Advisor
Patricia (Patty) Cunningham
Client Service Manager
Brittany Carr
Senior Associate, Tax Operations
Patrick Donnelly
CFP®
Senior Wealth Advisor
William Weydemeyer
MBA, CFP®
Senior Wealth Advisor
Laura Glennon
Associate Wealth Advisor
Marie Grassey
Director, Client Service
Maria Bardales
Client Service Manager
Michael Higgins
Senior Tax Manager
Amy McMaster
Managing Director, Client Service and Operations
Jonathan Thrun
CMT
Senior Portfolio Manager, Director of Fixed Income
Cheryl Wilkinson
CFP®
Senior Wealth Advisor
Enjoy some of our latest resources
July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the articleJuly 15, 2025
What Impact Could Oil Prices Have on Investors?
Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
Watch the videoJuly 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article