Angela Morrison, CPA
Huntington Tax Partners, LLC
Expert tax guidance. Personalized service.
Angela Morrison, CPA, of Huntington Tax Partners, LLC, provides thoughtful, detail-oriented tax planning and preparation for individuals and businesses. Known for her responsiveness and deep knowledge of the tax code, Angela has been a trusted resource for many of our shared clients, delivering cleawr strategies and proactive solutions that support long-term financial success.
*Not affiliated with Osaic Wealth, Inc. or Boston Wealth Management, LLC.
Dara Lynn Freytag
Attorney at Law, Tarlow, Breed, Hart & Rodgers, P.C.
Estate planning with care and precision.
Dara Lynn Freytag is an estate planning attorney at Tarlow, Breed, Hart & Rodgers, P.C., with a focus on helping individuals and families navigate complex legal and financial decisions. Whether drafting wills, setting up trusts, or advising on wealth transfer strategies, Dara Lynn brings clarity, compassion, and a deep understanding of Massachusetts estate law to every client relationship.
*Not affiliated with Osaic Wealth, Inc. or Boston Wealth Management, LLC.
Highland Capital Brokerage
Your insurance strategy. Fully supported.
Highland is a national full-service insurance general agency with access to over 70 carriers. They provide our clients with unbiased, best-in-class support for life, long-term care, and disability insurance—combining deep underwriting expertise and seamless case management to secure optimal outcomes.
* Highland Capital Brokerage and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc.
Legacy Retirement Solutions, LLC
Custom retirement plans, built to last.
Since 2010, Legacy has specialized in designing and administering tailored retirement plans. With 50+ years of combined expertise, they help ensure each plan functions as intended—from simple structures to complex strategies.
*Not affiliated with Osaic Wealth, Inc. or Boston Wealth Management, LLC.
Pershing, LLC
Global power. Local support.
A leader in financial business solutions for over 70 years, Pershing provides access to NetX360—a technology platform for managing accounts, service deliveries, and sales. Their extended SIPC coverage offers peace of mind through robust asset protection.
*Not affiliated with Osaic Wealth, Inc. or Boston Wealth Management, LLC.
Osaic Wealth, Inc.
Empowering Independent Advisors.
Osaic lets advisors build practices around client-first values, with access to diverse clearing and custody solutions, broad investment offerings, and seamless tech integration. It's more than a platform—it's a vision for success.
*Securities and advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Insurance services offered through Boston Wealth Management, LLC, which is not affiliated with Osaic Wealth, Inc.