Matt Williams

If I asked you how to drive from Boston to Florida, you would probably tell me it’s a lot easier to get there with a map or GPS. Now what if I asked you how to get from here to… retirement? Financial planning is like a road map for your future. With a holistic perspective, we dive into every aspect of your financial situation, ensuring that no opportunity for growth or security is overlooked, and we put together a plan to help you realize your dreams. Then, we help monitor your progress, like a financial GPS, as you navigate traffic along the way, or choose to stop at a few scenic overlooks. I began my career in Corporate Finance, but my passion for personal planning was sparked when I realized that I missed a few financial opportunities in my own life. In the early years, between work and building a family, time is at a premium. While my husband and I had interest in managing our financial lives, we didn’t have the time to be intentional about it. Working with a financial professional would have been beneficial, but at the time, we didn’t know how to afford it, who to trust, or where to seek qualified advice. So, I decided to become the person we were seeking. In 2017, I started pursuit of the CERTIFIED FINANCIAL PLANNER™ certification, which requires a fiduciary oath to always put my clients’ best interests first. I founded Ascend Financial in 2023 because I believe financial planning should be accessible. At Ascend, we have no asset minimums. Our typical client is in their career-building phase, seeking advice on managing a lot of big-ticket expenses, and trying to maximize their opportunities for savings and retirement. In addition to comprehensive financial planning and investment management services, we also provide college funding analysis and student loan planning. Knowing that education is often one of the largest expenses a family incurs, we prioritize our skills in navigating the complex and ever-changing landscape of student loan and financial aid programs. At Ascend, we help clients organize their financial lives, dream about their goals, and analyze the what-if situations that come up. Our goal is to make sure that you see the opportunities that lie ahead, instead of noticing them in the rear-view mirror.

Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I have a lot of experience with employees at public Biotechnology and Defense Contracting Firms. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Reach out and schedule time for free initial consultation

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning. With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 15), Anna (age 12) and Luke (age 8). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at New Hope Chapel (Norwell), is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

Gary Ferreira is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2004, he has dedicated over 38 years to providing financial advice and wealth management services to high net worth families, corporate executives, business owners, family foundations, and non-profit organizations. His approach includes developing customized financial strategies focused on wealth preservation, growth, and transfer, while collaborating closely with clients' tax and legal advisors. Gary holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Advisor in Philanthropy® (CAP®). He earned a Bachelor of Arts degree in Mathematics from Boston College in 1984 and remains active in the Boston College Alumni Community. His client focus areas encompass college education planning, family wealth management strategies, liquidity management, retirement planning, philanthropic planning, portfolio management, and personalized wealth approaches for women. Beyond his professional work, Gary volunteers with community organizations and supports children's causes such as St. Jude's Children's Hospital and Shriners Hospitals for Children. He enjoys activities including cooking, fishing, football, and yoga.

Nicholas Blanchette is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients to understand their financial goals and helps develop customized financial plans utilizing the resources provided by Fidelity. Nicholas has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 2013, including Investment Consultant, Financial Representative II, Regional Investment Consultant, and Inside Sales Representative. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones and as an Account Executive at NSM Securities. Outside of his professional life, Nicholas has interests in beach activities, golf, music, and caring for pets.