Patrick R. Côté CFA, CFP®

Founding Partner
1 617 933 7257

Contact Patrick


  • Focus on HENRYs (High Earners, Not Rich Yet)
  • Tax-efficient investing for professionals, corporate executives & small businesses

Wharton MBA, former Fidelity executive and Bain & Company consultant in Boston & London

20+ years of experience, frequent guest speaker on Wharton Business Radio on Sirius XM

Meet Patrick