Margaret L. Sweet


Director, Operations

Meg is primarily responsible for day to day management of client service and operations, including the portfolio management system and client reporting management. As part of her client service responsibilities, she enjoys “making a positive difference in each client’s life financially and making certain that every client’s needs are seamlessly met.” Her career began as a Marketing Associate at Emerson Investment Management, Inc., in Boston.

Meg holds a BS from Simmons College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Meg formerly served on the Board of Trustees at the Darrow School and is a member of the Financial Planning Association. Meg can be reached at