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Capital Retirement Strategies is an independent financial planning firm serving private and business clients throughout Massachusetts and beyond. By combining our knowledge of new investment products and services with a solid foundation based on asset allocation, discipline and personalized attention, we offer clients innovative strategies to help grow and preserve wealth. In today's volatile economic environment, it's essential to keep focused not only on the performance of your investments, but also on risk factors and diversification. Our mission is a simple one: To provide our clients with objective financial advice and to implement effective investment strategies designed to help achieve their long-term financial goals.


 
 
"Smart, dedicated, concerned, knowledgeable. David doesn't bring "cookie cutter" solutions to clients. Rather, he actively listens to their needs, does his homework to develop alternatives, and explains in a way that makes complicated subjects suddenly clear."

- Michael Kolowich, Concord, MA