Bob Gauthier, CFP® AIF®
Financial Advisor
As a Registered Investment Advisor, Bob works with families and small business owners to develop and implement long term financial strategies to secure their financial independence. He works closely with each of these families and...
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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