Mission Statement

Our mission is to make your financial life as good as it possibly can be and to take care of you, your family, and eventually their families for years to come. 


Utilizing over thirty-three years experience in the financial industry as well as the extensive institutional resources available at Moors and Cabot, one of Boston’s oldest and most respected financial institutions, Mr. Sharpe can provide an investing edge virtually no other advisor can offer.


Simply put, our goal is to make sure that we design the perfect investment plan the first time so that there will be no plan or strategy that will better serve your needs.