The Lost Years Club
“If you don’t know where you’re going, chances are you’ll wind up somewhere else.” – A Wise Pooh Bear If
Read PostWe believe each new day is another opportunity to “do good.” To make a difference in the lives of others by doing what we do, how we do it—better than anybody else in the world. Period.
We happen to express that goodness in a financial capacity. Which rocks because there’s not much more powerful than that. And when you combine our financial prowess and operational expertise… Well, pardon our blushing as we admit we’re very good at that thing we do. That’s who we are and what we’re about.
Now, here’s what we are: ZeroCelsius Wealth Studio is an independent Registered Investment Adviser (RIA). What that means to you is that we act in a fiduciary capacity and are tasked to put your interests above our own. You know…the way it should be.
Owner, founder, thinker, creator, originator, dream architect, plan designer.
I am a lucky guy. I live and work in the small town of New London, New Hampshire where I get paid to help really cool people manage their wealth. It’s as simple as that.
There’s nothing better than when I see the light bulb above someone’s head grow a little brighter. That moment when you can tell they “get it.”
I’m no stranger to epiphany. You know, those moments when everything becomes just a little bit clearer? For me they mostly arrive when I’m out hiking one of our local mountains or as I’m motorcycling through the back roads of New Hampshire. But then, the best times are when there is a human connection. There’s nothing better than connecting with someone at a purposeful level. Those are the moments when I’m “doing good.” Those moments motivate me. They drive me to become better at that thing I do.
Operational doer, calendar keeper, document enabler, social barrista.
I am a lucky gal. I have a front row seat of the whole “life is fluid” thing. Enjoying the give and take of client relations makes me a rarity in the client services world. I actually enjoy it when the phone rings because it means I get to help some really cool people navigate the waters of their wealth.
Each new day holds the promise of helping folks and anticipating their needs. I enjoy the personal discovery of each encounter. Getting to know more about the friends and family of ZeroCelsius and affecting them for good just does it for me.
Like a lot of New Englanders, my activities are focused around the seasons – both of them. Ha! I spend my winters snowshoeing and escaping to southern environs, and summers are all about cookouts with family and friends, motorcycling (yes, I ride!) and hiking, kayaking. As a New Hampshire native, I’ve appreciated the opportunity to travel and discover “new worlds.”
We don’t get commissions from anybody to sell you their stuff. We don’t get forever “trailing fees” for convincing you to invest in something. We don’t participate in those things because it would make us feel icky.
The ZeroCelsius® promise is to create the most engaging wealth management experience anywhere, always. We will be smart. We will be relevant. We will be diligent. And we will be unique. Because we understand you are unique and you deserve to be uniquely engaged.
Ross & Robin hanging out in Central Park
“If you don’t know where you’re going, chances are you’ll wind up somewhere else.” – A Wise Pooh Bear If
Read PostThe questions are always quick. It’s the answers that take some time. Quick question: How much do you need to
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