EVERY CLIENT’S SUCCESS IS ONE OF A KIND. AS IS MANCHESTER’S. We are a true multi-family office guided and owned by the families and partners we serve. We’ve pioneered innovative investment strategies, including direct real estate, and developed family office services that have transformed the concept. We help families navigate through an ever more challenging world.

• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Harbor Light Capital Partners works hard to partner with our founders and entrepreneurs to develop operating plans to capture market opportunities and maximize their long term growth potential. By doing this, we focus on providing the appropriate amount of capital to our portfolio companies for their particular phase of development, and look to be a lifecycle investor over the course of their maturation and growth. We are not forced to limit our investments to a specific time horizon. Instead we provide “patient capital” to build sustainable, high growth businesses. We are actively engaged board members and leverage our extensive network throughout New England and the Intermountain West to support our portfolio companies. Our philosophy is to provide the “commitment, capital, and collaboration” to build exceptional businesses that will be the next generation of industry leaders.

Williams Financial, LLC is an independent, fee-only registered investment advisory firm based in Saratoga Springs, NY, Bennington, VT, and Leominster, MA. Williams Financial, LLC provides financial planning and investment management to individuals, families and small businesses across the United States. Since 2005, Williams Financial, LLC has been a trusted resource to upper-middle income and high-net-worth families and small business owners.

We build long term relationships based on integrity, mutual respect, and trust that will result in a return on life. Education is the bedrock of our planning process. We believe that educated provides the tools that you need to make empowered, smart, and responsible decisions will give you peace of mind and comfort for your present, future, and legacy. Our approach, combined with over 70 years of experience, provides you with a clear objective and the freedom to live the life you want and deserve. Along with education, we believe that a collaborating mindset, transparency, hard work, service excellence, combined with a fiduciary standard of care, will help you achieve financial security and independence. We take pride in creating a tailor made-for-you solution based on your life’s purpose, the dreams you want to realize, and the legacy you want to leave behind. Together we can build a comprehensive financial plan that positions you to enjoy more of the best that life has to offer. We believe that everyone can be wealth creators. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, SD, TN, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/http://www.SIPC.org, a Registered Investment Adviser. The Wealth Transition Collective, 1632 Northampton Street Holyoke, MA 01040. 413.584.1805 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html.

Hart & Patterson Financial Group is an independent financial planning firm. For clients and their families, the attainment of financial independence and freedom is based on sound planning and implementation throughout one’s life. As one’s financial needs change through life’s stages, it is critical to create a dynamic plan that can adapt to changing circumstances. We work with you to clarify your financial goals and create and implement a financial plan to keep you on tracks. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our Firm directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.