Stephen P Whittemore, CFP®, CLU®, ChFC®, CASL®, CLTC

Wealth Management Advisor

Signature Advisory Programs

Signature Choice is a versatile investment program that provides on-going professional advice managing individual securities, exchange traded funds and mutual funds.  I will help you choose an asset allocation strategy and build a custom portfolio tailored to your financial goals.

You'll benefit from:

  • A dedicated financial advisor
  • Personalized asset allocation
  • Professional research
  • Flexible, high-quality investment options
  • Portfolio rebalancing to maintain your asset allocation
  • A simplified, integrated approach

During regular portfolio reviews, you'll have the opportunity to reassess your goals and rebalance your portfolio accordingly.