Investment Management
Navigating today’s markets can feel uncertain and overwhelming. We create disciplined, globally diversified portfolios built around your goals, risk tolerance, and time horizon, reviewed on a regular cadence.
Retirement Planning
The transition from employment to retirement may seem daunting for many. Together, we’ll develop a personalized plan that provides answers for retirement income, withdrawal strategies, tax management, and estate planning.
Estate Planning
Protecting what you’ve built and seeing that your wishes are honored can bring greater financial confidence. Thoughtful structuring may help preserve and transfer wealth efficiently across generations, coordinated with your estate attorney.
Business Planning
Running a business comes with opportunities, challenges, and important decisions at every stage. Our sound strategies aim to help you manage cash flow and taxes, attract talent, and prepare for the future.
Listen & Understand
We start with your life, not your portfolio, including your goals, obligations, and what wealth is for.
Design the Plan
A clear, written strategy across investments, planning, tax, and estate, tailored to you.
Implement with Discipline
We put the plan to work and remove emotion from the decisions that matter most.
Review & Adapt
Life changes, so we meet regularly, report transparently, and adjust with intention.
OUR PHILOSOPHY
“We measure success not by the market, but by whether our clients feel financially confident and stay the course.”
Mark Boccuzzi
President, MEREX Wealth Management
James V. O’Sullivan, CLU®, AIF®, ChFC®
Founder & Managing Director
Mark Boccuzzi
President
Robert M. Surprenant Jr., CFP®
Partner & Senior Vice President
Amanda Chartier
Financial Advisor