Nauset is a Fee-Only Financial Planner and Registered Investment Advisor.

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We Are Here For You


Part of our commitment to your success is to be here for you when you need us. This is an obvious, but often overlooked, component of a successful advisor relationship. We are ready to answer questions, listen to financial problems and situations, and when appropriate, to provide resource recommendations. Whenever you want.  Its all part of our service.


We believe that delivering financial advice works best when we trust each other. And trust is developed over time by two-way communication. So we encourage an open and honest dialogue at all times. As your advisor, we are available to you via phone, email and in-person whenever needed.

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For a free phone consultation, please call us at

(203) 454-7328.

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