We establish a disciplined investment plan so you achieve financial independence and freedom from worry.

How We Think

Avoiding the herd mentality

At TWM, we have and we instill in our clients a healthy wariness about following the crowd and getting caught up in the whims and moods of the market, an important emotional and psychological risk factor for investors. Some of the best known Wall Street firms have been drawn into “the thundering herd,” leading everyday people into risky positions. Our firm, our relationship and compensation models are all structured to give us -- and our clients -- the best chance of thinking for ourselves, and for avoiding what Buffett calls "the endless cycle of investors zigging when markets are zagging."


About Us



Thinking Aloud Blog

In today’s letter we share some perspectives on inflation, and the re...

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30 Monument Square
Suite 101
Concord, MA 01742
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