400 Tradecenter Drive Suite 4920 Woburn, MA 01801
Confidently Guiding You
to & through Retirement
Many focus on how to get to the top of the mountain, but few focus on how to safely descend. With a focus on accumulation and distribution our team will help you not only accumulate assets, but use them to help you live the life you want.
Wealth Manager
781-561-0592
339-499-5367
michael.perkins@ceterainvestors.com
Financial Advisor
781-561-0562
giordanio.nevil@ceterainvestors.com
Licensed Marketing & Communication Coordinator
melissa.joyce@ceterais.com
Sales Assistant
781-625-5295
cassie.foley@ceterais.com
How do you manage the various risks of retirement?
Market Risk, Sequence of Return Risk, Interest Rate Risk, Investment Behavior Risk, Inflation Risk, Longevity Risk, Withdrawal Rate Risk, etc
We utilize a combination of solutions & income strategies to confidently guide you:
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