by cambridgesourcesites | May 11, 2018 | best of, blog
Two years ago I founded Blue Dot Wealth Management. I wanted to create a different environment that was client centered and forward thinking. It has been an exciting two years and, truthfully, has been the most fulfilling couple of years in my career. Starting the...
by cambridgesourcesites | Apr 17, 2018 | best of, blog
A while back I was at the park with my daughter along with a number of other parents and kids. Many adults were telling their kids to get away from certain areas or to stop climbing on playground equipment reminding them that their friend got a black eye when he fell...
by cambridgesourcesites | May 12, 2017 | best of, blog
Today is Blue Dot Wealth Management’s One Year Anniversary!!! What a year it has been! Some of you may know that I am celebrating my 20th year in the Financial Services industry. However, May 9th, 2016 is the day that I started a firm based on a vision of how I...
