Paul Guidoboni

In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Born and raised in the Boston area, I've been helping affluent individuals and families navigate their financial journeys for more than 27 years. These clients have chosen to work with me because I focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.

My disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that I can be in the best possible position to help. I have found that listening intently is the best tool that an advisor can use to help clients pursue their objectives. This approach helps to set and prioritize their goals, build a portfolio aligned with their goals and review their progress toward achieving them.

With Wealth Planner, Michaela Curry, clients are provided a full financial strategy in meetings to discuss long-term goals and financial objectives. These strategies are the cornerstone of our practice. The client experience is enhanced with Wealth Management Client Associate, Livvy Lathrop, through proactive communication and ongoing education to share timely information we feel may affect clients' finances and to learn about changes in their lives.

Successful investing is anchored on time-tested principles of asset allocation and diversification. I believe that a portfolio strategically balanced among a broad mix of investments will help reduce the risk of wide swings in its value, while giving it ample opportunity for growth. I seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.