Your Financial Future, Secured.

With over 100 years of combined experience, our team provides tailored financial advice and solutions with a focus on building lasting relationships grounded in trust and transparency

Meet Our Senior Team

Our team, based in Hudson, MA, is made up of a dynamic and experienced team of registered financial advisors who are well suited to assist you in creating a comprehensive financial plan.

David Laliberte

President & Senior Investment Advisor

With over 25 years of experience as a Financial Advisor and 15 years as a supervisor, David Laliberte leads our Hudson office. As the Branch Manager, David excels in developing customized financial strategies that align with each client’s distinct objectives. His approach integrates both offensive and defensive tactics to grow and safeguard assets in any market condition. David is a Registered Representative, General Securities Principal, and Investment Advisor Representative, holding licenses in Life, Accident & Health Insurance.

Gregory Mistovich

Senior Wealth Manager

Gregory Mistovich brings more than 50 years of industry experience to our team. As a Senior Wealth Manager, Greg specializes in capital growth and preservation strategies, employing a proactive approach to navigate market fluctuations. His deep expertise in aligning investment strategies with clients’ goals ensures a robust plan for both bull and bear markets. Greg is a Registered Representative and Investment Advisor Representative.

David Litras

Financial Advisor

With over 25 years in the financial services industry, David Litras offers a comprehensive approach to portfolio management. His strategies combine technical analysis, tax optimization, and diversified asset allocation to craft effective financial plans. David is also a Registered Representative, General Securities Principal, and Investment Advisor Representative, and holds licenses in Life, Accident & Health Insurance.

Our values

Integrity and Transparency

We operate with honesty and openness, ensuring that our recommendations and actions are always in your best interest.

Commitment to Growth and Protection

We are dedicated to helping you grow your assets while safeguarding them against market uncertainties.

Proactive and Strategic Thinking

We employ forward-thinking strategies and proactive planning to navigate market conditions and capitalize on opportunities.

Find out more about our sevices

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