Respect and Resources      

      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 both exceed 23 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 some of

         their solutions.

         Moreover, 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.