M+ Partners

Who We Partner With:

Solving complex planning challenges often requires partnerships with outside experts. Over time, we’ve come back to the same experts again and again, not only for their technical brilliance, but because they reflect best of an abundance mindset: generous with their ideas, creative in their thinking, and passionate in their work. We call this select group M+ Professional Partners.

Your specific engagement may include one or more Professional Partners.

“Success is a collaborative journey where partnerships with clients and colleagues transform shared goals into remarkable achievements.”

KULDEEP MADAN

Get to Know Our Partners

Meet the People Who Make Collaboration Possible

Joseph Gaglio

Founder & Managing Partner

Shepherd Wealth Group

John Keohane

Financial Advisor

Keohane Solutions

Ashish Chowdhry

Financial Advisor

Nundhi Group, Inc.

Richard Lewis

Wealth Management & Legacy Planning

Kevin Conlon

Financial Advisor

Charter Oak Financial

Brendan Conlon

Financial Advisor

Charter Oak Financial

John Webster

Financial Advisor

HMS Financial Guide