What We Do

At New England Schooner, what we do is simple: We help everyday people like you, chart a course to the financial success they deserve. And as independent investment advisor representatives, we are uniquely qualified to do so.

Unexpected shifts in the sea of life can send even the most financially stable person adrift, especially when a strategy isn’t in place to overcome them. At New England Schooner, we create custom-tailored plans designed to address both the anticipated, and unanticipated, aspects of life.

Working one-on-one with the individuals, families and businesses we serve, our team of credentialed professionals provides above-board financial services in all areas of planning and wealth management. Whether you are a young professional needing to pay down your student loans, an industry veteran a few years shy of retirement, or somewhere in between - New England Schooner will help navigate you toward your goals.