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    Our mission is to empower clients with the guidance and counsel they need to achieve their financial aspirations while living in accordance with their personal values.

    Who We Help

    We’re proud to work with a diverse and wide range of clients. We help Boston's biopharma professionals, individuals and families, and women professionals create a better financial future.



    We work extensively to develop strategies tailored to the needs of those working in the biopharma industry.


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    and Families

    Our personalized approach and experience help us build long-term relationships as a trusted advisor.


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    Women Professionals
    and Leaders

    As a woman-owned and -operated firm, we’re attuned to the financial challenges women face.


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    Our Team

    We are dedicated to acting in your best interest while maintaining a high standard of integrity and care.

    Meet The Team

    Beata Dragovics Headshot

    Beata Dragovics, CFP®, CEP®


    Nicole Cain Headshot

    Nicole Cain

    Director of Client Relationships

    Nicole Cain Headshot

    Marivic Alvior-Cruz

    Director of Marketing & Communications

    Tap Into Our Thought Leadership

    Our smart and motivated team of investment professionals are thought leaders in equity compensation strategies and trends. Through our blog, Equity Minutes, and speaking engagements, we share valuable insights that can help you address financial planning needs with greater confidence.