Personal CFO

/Personal CFO

SPP Welcomes Mary Casady

By | 2018-10-11T21:58:05+00:00 October 11th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

We could not be more excited to announce the addition of Mary Casady to the SPP team as our newest Planning Analyst.  As our team continues to grow, I am encouraged by the various paths we have all taken to arrive at Single Point.  I know these unique experiences help us approach issues from various angles, [...]

SPP Featured in Investment News

By | 2018-06-12T20:54:06+00:00 June 12th, 2018|Categories: Personal CFO, Single Point of View|Tags: |

Excited to see that our conflict free model is gaining some national recognition.  Thought you might enjoy the article below: At this firm, flat fees are about offering conflict-free advice At Boston firm Single Point Partners, adviser Seth Corkin says clients don't have to worry about what's motivating advisers' recommendations By Jeff Benjamin   |  June 9, 2018 [...]

Announcing Our New Website

By | 2018-04-11T22:15:53+00:00 April 11th, 2018|Categories: Personal CFO, Single Point of View, Wealth Logistics|

Looking at pictures will really put time into perspective.  6 years ago we launched Single Point Partners.  I think the picture that helps me realize how time has passed the most is of my daughter Annemarie sitting at my “desk” in 2012 contrasted with her in my office today. Like Annemarie, Single Point has “grown up” [...]