A legacy for generations

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As a team, it’s our relationships that bring us the greatest satisfaction. It’s what drives our team. Our passion for providing advice that changes people’s lives makes every day meaningful. We are committed to helping you confidently pursue your most important goals.

The more we know about you the better we can help you determine the best path for pursuing your goals. Understanding your life, and priorities will help us make the right recommendations for you.”

— Daniel Lewin

Woman Cityscape

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Daniel Lewin Photo

    Daniel Lewin, CPWA

    Senior Vice President–Wealth Management

    Private Wealth Advisor

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    • CA
    • CT
    • FL
    • GA
    • MA
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • SC

    What he does

    Dan draws on over 20 years of experience in the financial services industry to provide advice and  leadership across a variety of complex financial topics. He oversees strategic wealth planning designed to offer solutions for each area of a client’s needs: financial and estate planning strategies, portfolio management, business and succession planning, credit and lending, insurance and charitable giving.

    Who he serves

    Business owners, entrepreneurs, and families have turned to him for financial planning and insight. Dan advises a highly concentrated number of families and businesses that focus primarily on planning, inter-generational wealth transfer, tax minimization, growth and preservation of capital.

    Outside the office

    Dan is active in various local and national non-profit organizations and currently sits on the board of the New England Chapter of the Anti-Defamation League as well as the New England and National Councils of the American Israel Public Affairs Committee.

    Dan is a mentor in the American Corporate Partners program that connects post-9/11 veterans (Protégés) with corporate professionals (Mentors) for customized mentorships.  ACP assists veterans on their path towards fulfilling, long-term careers, whether the veteran is job searching or newly employed.

    Dan has participated as a rider in the Pan Mass Challenge for the past twelve years and has raised over $90,000 for cancer research at the Dana Farber Cancer Research Center. 

    In June of 2009, Dan was presented with the Krupp Leadership Award by the Anti-Defamation League. This award is given to community members who demonstrate outstanding dedication and leadership on behalf of the ADL. In May of 2005, Dan was presented with the Esther Leah Ritz Emerging Leaders Award by the Jewish Community Centers of America. 

    Dan lives in Newton with his fiance Jamie, and his kids Josh, Max, Isla and Walter. In his spare time he enjoys biking, fishing in Cape Cod and Alaska, and playing golf.



    • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Carroll School of Management at Boston College, Bachelor's of Science in Finance
    • Private Wealth Advisor
    Business owners
    Multi-generational families
    One Post Office Square
    35th floor
    Boston, MA 02109
  • Karen Carlin Headshot

    Karen Carlin Woodard

    Authorized Officer

    Senior Wealth Strategy Associate

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    • MA

    Karen is a well-respected financial planner professional with over 25 years of experience.  She develops comprehensive financial plans for high net-worth and ultra-high net-worth families, executives and business owners.  Her areas of specialty include retirement planning, estate planning, selling a business, risk management, education funding and philanthropy.  Karen is meticulous in her planning to ensure that her clients' financial assets are protected through risk management and careful positioning, frequently adjusts plans to account for market dynamics, and maintains on-going communication with her clients to ensure their financial plan is always tailored to their current goals and ambitions.  

    Karen began her financial career in 1991 after studying finance at Boston University.  She achieved certification as a financial planner (CFP) in 1996 and more recently, certification as an exit planning analyst (CEPA).  She is also certified in behavioral finance.  She is an active member of the Financial Planning Association and the Exit Planning Institute.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        One Post Office Square
        35th floor
        Boston, MA 02109

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