Who We Serve
At the Johnson Cotroneo Group of Moors & Cabot, we focus on your unique needs with personalized service, objective financial planning, and tailored investment portfolios. We build meaningful relationships, ensuring no call centers or outsourced services. Your financial well-being comes first.
Remarkable
Retirement
Families with
Special Needs
Military &
Veterans
Small Business
Owners
Our Services
Explore our investment management and wealth planning services, tailored to secure your financial future.
Your Trusted Experts
Cash Management
Managing cash flow, whether from employment, dividends, or retirement, is a crucial aspect of financial planning.
Estate Management
Wills, trusts, probate, and gifting—can be complex. Let us help you efficiently pass on your wealth and preserve your legacy.
Portfolio Management
We personally manage your portfolios and work with professionals to analyze and monitor your investments.
Tax Planning
Income is vital, but keeping it is crucial. Optimize assets, rebalance, and withdraw wisely to reduce taxes and increase wealth.
Johnson Cotroneo Group are not tax professionals. Clients should consult with a licensed tax professional.
Education Planning
With college costs rising to $200,000 - $600,000 by 2040, parents must use all available tools to secure their children's future.
Insurance Planning
We help identify and evaluate risks, analyze coverage, and secure life, disability, and long-term care policies through our partnerships.
