Complimentary Consultation

Meet with Aimee

Meet with Aimee

Hadley and UMass Amherst Branches

Let’s create a personalized strategy that reflects your values and evolves with your journey. As your Wealth Advisor, I’m here to support your goals with thoughtful, steady guidance—helping you turn aspirations into achievements.

Schedule Now

Meet with Sam

Meet with Sam

Northampton, Springfield and Worcester Branches

Let’s work together to make smart money moves that fit your lifestyle. As your Wealth Advisor, I’ll provide personalized strategies with the goal to grow, protect, and manage your wealth, giving you financial stability now and in the future.

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How We Work

Our top priority is supporting you and your family. We want to get to know your unique situation, understand your goals and dreams, and learn how you feel about risk. Building long-term relationships based on open, honest communication has always been the foundation of our success.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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There are three things to consider before dipping into retirement savings to pay for college.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Contact

Office: 800-852-5886

PO Box 1060

Hadley, MA 01035-1060

wealthmanagement@umassfive-lpl.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. UMassFive College Federal Credit Union and UMassFive Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using UMassFive Wealth Management and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of UMassFive College Federal Credit Union or UMassFive Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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