A practice of one, by design.

I spent twenty-two years inside a Boston multi-family office before starting Northwater. The last decade of that work was a slow attrition of presence — the firm grew, the meetings shortened, the relationships became something less than what they had been. In 2014, after my father passed, I moved to Mount Desert Island full-time and began the practice I wished he had had access to. Northwater caps at fifty client households. I am in every meeting. The model is principal attention. The framework I work from is what I call the tideline view — the idea that wealth's purpose is to create more space, not more activity. Most clients come for the planning. They stay because of the framework.