Brinton Eaton is an elite, boutique advisory firm with a rich history of serving individuals and their families across multiple generations. Our journey together is one based on multi-disciplined advice for seamless and integrated financial planning, investment management, and tax advisory services. I am privileged to be able to say that I have become a trusted member of many of the families I work with. We aim to provide a worry-free state of mind that enables our clients to continue to lead a satisfying and deeply rewarding life. For many of our clients, we begin working with their children early on, helping the elder generation to leave a legacy for future generations. My personal goal with all of my clients is to assist them in maintaining their financial independence. All of my clients’ needs are different and with each one I start off by asking the important questions: • What lifestyle goals and aspirations do you have? • What is currently keeping you awake at night? • When would you like to retire? • Have you made sure that your investment gains are protected to the best of your ability against taxes? I have acted as trustee, power of attorney both in financial and health-related matters and, when needed, as the executor of a client’s estate. In each of these cases I have been honored to provide guidance and insight into insurance needs, estate planning, and tax strategies in addition to the usual financial planning, lifetime cash flow projecting and investment management. I continue to make sure that Brinton Eaton follows a client-centered philosophy, the same one that our firm has been built on. We put each and every one of our clients’ needs ahead of our own, from how we charge to how we provide market insurance when necessary and cost beneficial. My greatest pleasure is providing clients the ability to know that they are financially independent and no decision they make could be the wrong decision.