Skip to content
North Atlantic Investment PartnersNorth Atlantic Investment Partners
  • Home
  • Our Firm
    • Our Firm
    • Working with Us
    • About Raymond James
    • Join our Firm
  • Our Team
    • Our Team
    • Newton Lower Falls, MA
      • Newton Lower Falls, MA
      • Jason Tholander
      • Stephen Hollingsworth
      • Paul Kapur
      • John Doherty
      • Christopher Szymanski
      • Samuel Goldberg
      • Scott Wheeler
      • Richard Goldman
      • Dale LaVelle
      • Ryan Schott
      • Brianna Donofrio
      • Sean Tully
    • Portland, ME
      • Portland, ME
      • Jim O'Clair
      • Julie Bishop
    • Wolfeboro, NH
      • Wolfeboro, NH
      • Jeff McGuinness
      • Anni McGuinness
    • Westfield, NJ
      • Westfield, NJ
      • Matthew Lane
    • Why Work With a CFP
  • Services
    • Services
    • Executive Services
    • Corporate Planning Services/Institutions
    • Multigenerational Planning
  • Resources
    • Resources
    • Estate Planning
    • Wealth Planning
    • Institutional Fiduciary Services
  • Insights
    • Insights
    • WorthWhile
    • Behavioral Finance
      • Behavioral Finance
      • Familiarity
      • Loss Aversion
      • Overconfidence
      • Mental Accounting
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Digital Account
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Newton, MA - BDQ
    2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458 T: 617.964.0400 F: 617.964.0422
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Technology & Innovation
  • Topic
    • Charitable
    • Economy
    • Investment Strategy
    • Retirement Planning
  • Media
    • Infographic
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
12 wishes for the new year [INFOGRAPHIC]
12/12/2022
What's on the market's wish list for 2023? Chief Investment Officer Larry Adam provides a festive perspective.
Markets & Investing
View
View
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
Annuity strategies aren’t one-size-fits-all [INFOGRAPHIC]
These versatile contracts can address a broad range of financial needs. Explore how different strategies pair with particular goals.
Retirement & Longevity
The Fed and the fuss, demystified [INFOGRAPHIC]
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
View
6 Hacks to Boost Your Productivity [INFOGRAPHIC]
Streamline your day with these simple suggestions.
Family & Lifestyle
View
Ideas to Take Your Generosity Further [INFOGRAPHIC]
From dedicated trusts to volunteering, there are many ways to not just leave behind a legacy of generosity, but to live it.
Estate & Giving
View
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Debunking Social Security myths [INFOGRAPHIC]
Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity
Sustainable Investing's Global Rise
Investing in companies that proactively manage environmental, social and governance issues is growing in popularity.
Markets & Investing
envelope

A Trusting Partner Standing Sentry

North Atlantic Investment PartnersNorth Atlantic Investment Partners
  • 2345 Washington St Suite 101 Newton Lower Falls, MA 02462-1458
  • T 617.964.0400
  • F 617.964.0422
  • Map & Directions
  • Map & Directions

© 2020 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. North Atlantic Investment Partners, KTS Financial Group, Celeriter Capital, Kruegold Asset Management, and Adele Financial are not registered broker/dealers and are independent of Raymond James Financial Services.

 Legal Disclosures  |  Privacy Policy  |  Terms of Use

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.