Wellesley - Linden St
Proudly Serving
Wellesley - Linden St
180 Linden St
Suite 8A
Wellesley, MA 02482


Your Wellesley Team
Fred Baird
Senior Wealth Advisor
Cary Geller
CPA, PFS, CFP®, AEP®
Senior Wealth Advisor
Susan Miller
CPA, PFS, CFP®, CDFA®
Senior Wealth Advisor
Peter Mitrano
CFA®, CFP®
Senior Wealth Advisor
JonPaul McBride
CFP®
Wealth Advisor
Nate Baynes
CFP®
Associate Wealth Advisor
Cathy Jacobs
Client Service Manager
Kim Dobrowolski
Office Administrator
Enjoy some of our latest resources
May 28, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on what the Nippon Steel merger with U.S. Steel could mean for markets.
Listen to the podcastMay 27, 2025
Will vs. Trust: Which Best Protects Your Wealth and Legacy?
When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?
Read the articleMay 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video