Who We Are

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• Joseph M. Grella, CFP®, MBA^®, FIVE STAR Wealth Manager (Five Years)
  President – Financial Planning

  

  Managing Partner and Certified Financial Planner™, Joseph M. Grella has more than 25 years of professional experience, the last 15 years spent providing tax and financial planning services to individual investors and small businesses. He understands first-hand the financial needs and concerns individuals and business owners face on a daily basis and provides clients with the financial advice they need to help reach their long-term financial goals.
  Joe earned a BA from Bridgewater State University and an MBA^® from Northeastern University.
  In his community on the North Shore, Joe is actively involved in a number of civic, fraternal, and nonprofit organizations. He also enjoys golf and spending time with his family.

   

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• William E. D’Annibale, MBA^®, FIVE STAR Wealth Manager (Four Years)
  President – Investment Strategies

  

  Managing Partner, William D’Annibale has more than 20 years of international experience in the financial services industry (North America and Europe). On the vanguard of strategic investment planning, he provides customized services to a wide range of individual and business investors — including wealth accumulation, wealth preservation and the management of 401(k) plans. Keeping in mind risk tolerance, time horizon and performance expectations, Bill develops specific strategies tailored to help meet his clients’ objectives. Bill’s favorite saying is “Investing without a solid plan is like building a house without a blueprint.” He holds a BS from Babson College and an MBA^® from Bentley Graduate School of Business.
  Living in the Metro West, Bill is actively involved in a number of civic, fraternal, and non-profit organizations. He enjoys soccer, traveling and spending time with his family.

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The FIVE STAR distinction is truly an honor amongst financial professionals in the Boston area (and around the country). The distinction is only awarded to wealth managers who have scored highest in client and financial services industry professionals based on research conducted by a national independent research company under the direction of Crescendo Business Services. This award is awarded to only 3% of financial professionals in the Boston area. Financial professionals are not able to “buy” their way onto the list, and the distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experiences in working with that individual.