• Trusted Council

    You want to leave a legacy. We want to make sure it's entirely yours.

  • Collaborative, Empathetic, and Approachable

    A breath of fresh air.

  • We've earned our reputation.

    Focused. Customized. Creative.

Renee Evangelista received Distinguished Award | May 29 2018

We are pleased to announce that Renee Evangelista was honored by the Rhode Island Foundation at its 2018 Annual Meeting on May 24, 2018.


Colin O. Sherer Promoted to Partner | February 23 2018

Colin’s practice is focused on assisting clients with tax-efficient, multigenerational estate planning as well as trust and estate administration.