Assabet Advisors is sensitive to the needs of older clients. We offer frequent and unhurried meetings in clients' homes. We work to minimize costs and to manage investment risk. And with investment careers that each exceed 25 years, we appreciate the value of long experience.
We also understand that excellent and customized investment management is just one of many needs we encounter early in retirement and beyond. In completing the courses of the Certified Senior Advisor program, Lisa Phelps has expanded her knowledge of the challenges in the later years, and of some of their solutions.
Assabet Advisors interacts with a network of other independent professionals who serve senior clients in many ways. When our clients have needs besides investing, we can introduce them to a wide variety of competent and ethical professionals.