Carey Roebuck

Jeremy Bogle is the principal of Bogle Wealth Management, LLC, an independent firm based in Yarmouth Port, MA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, operating his own advisory practice since 2010. Bogle Wealth Management provides investment management and advisory services primarily to high-net-worth individuals, families, trusts, and estates, focusing on customized portfolios using ETFs, individual stocks, and bonds. The firm manages approximately $20.5 million on a non-discretionary, fee-only basis and integrates tax and accounting services through an affiliated Enrolled Agent.

At Pier 42 Advisors, we understand that successful wealth planning is about more than just plugging numbers into a formula and generating a generic plan. Instead, it’s about taking the time to understand your specific needs and the “why” behind your motivations. Our goal is to serve as your trusted partner by working alongside you to incorporate your values, emotions, concerns and motivations into a tailored financial plan to guide your actions. By focusing primarily on building relationships, trust and understanding, we are better able to help you achieve your version of financial success, whatever that may be.

Joseph Williams is a CFA® charterholder with 21 years of industry experience. He is the sole advisor at J. Williams Wealth Management, LLC, an independent firm based in East Dennis, MA. In addition to his advisory work, he is a partner in a home-based bed and breakfast business, Mermaid Cottage, where he participates in hosting and managing the business. J. Williams Wealth Management provides portfolio management and investment advice to individual clients, employing a tactical asset-allocation strategy that adjusts equity and bond allocations based on market cycles. The firm consolidates clients’ accounts into a single portfolio and uses a scoring system to evaluate investments, offering both discretionary and non-discretionary services with a focus on a small client base.

Harry Bower is the sole advisor at Harry S. Bower, LLC, an independent firm based in Dennis, MA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 17 years of industry experience. He has led his firm since 2006. Harry S. Bower, LLC provides non-discretionary investment consulting to individuals, trusts, estates, and charitable organizations, focusing on portfolio construction, equity market conditions, and asset allocation. The firm emphasizes large-cap domestic and international equities and investment-grade fixed income, and advises on complex strategies such as options and derivatives without discretionary trading authority.

Gregory Barry is a financial advisor at Norcross Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wellington Management Company LLP for 11 years. His current role involves managing discretionary investment portfolios for a select group of clients. Norcross Capital Management LLC provides discretionary investment management to individual and high-net-worth clients using a value-oriented, absolute-return, bottom-up approach. The firm manages diversified portfolios that may include equities, fixed income, REITs, ETFs, commodities, and cash, and does not incorporate ESG criteria or cryptocurrencies in its investment process.

Margaret Mcnabb is a CFP® professional with 32 years of industry experience, serving as the sole advisor at Portfolios Boston since 1994. She holds a Series 63 license and operates out of Dennis, MA. Portfolios Boston is an independent firm providing fee-only investment management and occasional hourly consulting primarily to individuals and personal trusts who are retired or approaching retirement. The firm constructs tailored portfolios using fundamental analysis, blending individual securities and managed investments to align with clients’ risk tolerance and income needs.