Secure Planning Inc

Great Hill Partners, based in Boston, MA, is a leading private equity firm currently managing a $4.65 billion fund focused on investing in high-growth companies. Specializing in sectors such as software, digital commerce, financial technology, healthcare, and digital infrastructure, the firm has a track record of backing successful ventures like Wayfair, ZoomInfo, and AffiniPay. With a reputation for identifying and nurturing innovative businesses, Great Hill Partners has been instrumental in transforming industries and driving growth. Their team of experts is dedicated to supporting companies like Qualifacts and Ascenty in achieving their full potential through strategic investments and operational guidance.Generated from the website

Commonwealth Financial Network is the second largest privately held independent broker/dealer in the nation. The firm is 100 percent owned and controlled by the management of the firm, which has more than 160 years of combined experience in the industry. The company offers an array of services, including wealth management, investments and research, planning, insurance and advisory services. The company is licensed to work in all 50 states. Commonwealth is also the recipient of numerous awards, including being named one of the 50 Best Places to Work in Massachusetts by the Boston Business Journal. The company has offices in Waltham, Mass., and San Diego.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.