Jeremy M. Dalidowitz, CRPC®

Jeremy holds a Bachelor's of Science degree in Psychology from the University of Scranton. He has over 10 years of investment advisory experience and holds a Series 7, Series 66 and Life, Accident and Health Insurance Licenses. Jeremy also holds the Chartered Retirement Planning Counselor SM designation and is trained in Behavioral Finance by the Lennick Aberman Group.

Jeremy has been helping clients and their families to grow, preserve, and protect their wealth for over a decade with his fresh perspective on behavioral finance and innovative investment management style. His values, vision, action approach to personal financial planning helps clients identify their core beliefs to envision and create the financial future they desire. Jeremy engages couples and individuals to identify patterns and behaviors of thinking around money, which are key to success in overcoming any hidden obstacles that may inhibit clients from taking action on their financial plan. This is a focused service for high-net worth individuals, successful professionals, business owners and their families.

He is supported by a team of professionals who strive to provide the highest quality advice and service available in the industry. Jeremy and his team work in conjunction with outside accountants and estate planning attorneys to help meet the retirement, generational planning, and wealth transfer goals within each family.

Jeremy lives in Duxbury with his wife Ashley and sons Jacob, Alexander and Joel. He is a member of the Financial Planning Association of Massachusetts and is active in the Cursillo Community at his church. During his free time, he enjoys being outdoors with his family, golfing, reading, playing guitar and exercising to stay healthy.