Sid has been assisting families, individuals and business owners achieve their unique financial goals for 30 years. He is one of the founders of Boston Partners Advisory Group. As a fiduciary advisor his mission is to help his clients accumulate, enjoy, protect, and distribute their wealth in the most tax-advantaged ways possible. He helps his clients prioritize their most important financial goals by listening to their needs and desires for the future. Based on these needs, he tailors specific financial strategies for each client.
As a top Advisor at Boston Partners Advisory Group, Sid has access to a variety of products and services through a multitude of wealth managers. The independence and diversity in services he can offer allows him to create a customized financial strategy unique to each client.
Sid's experience and successes as a Financial Advisor have earned him awards and acknowledgments throughout his career. He has been the recipient of the Vincent C. Bowers Award for quality service three times. This award is given to financial advisors who provide the highest quality of service to their clients. Sid is also a qualifying member of MDRT Million Dollar Round Table* and has qualified for the "Achieving Client Excellence" award**. In addition, Sid is a board member of Innovative Financial Group's Advisory Board, one of the largest independent firms within Advisor Group.
Sid lives in Alton Bay, New Hampshire. He spends free time hiking with his family dog. He is past president of Tewksbury Youth Hockey.
*Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year.
**The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.