Dream Ridge Capital Group Limited

Address

255 State Street 6th Floor
Boston, MA 02109

Contact

Phone: 617.338.8108

Who We Serve

Individuals & Families Endowment & Foundation Leaders

Hours

Mon–Fri, 9:00 am–5:00 pm

Additional Info

Client Portal

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Boston, MA Foxborough, MA Newton, MA

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Dream Ridge Capital Group Limited

Boston

Our Boston advisors provide wealth management and investment advisory services for individuals, families, and nonprofit organizations. At Dream Ridge Capital Group Limited Boston, we treat clients as members of our extended family, asking ourselves what is best for them, not what is best for us.

Our Team

Kristina L. Foreman

Manager | Estate and Financial Planning

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Asher Kiely

Senior Associate | Portfolio Management

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Susan Black

Senior Vice President | Financial Advisor

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Michael L. Brown

Principal | Financial Advisor

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Louis Crosier

Principal | Financial Advisor

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At Dream Ridge Capital Group Limited, we believe in a fiduciary model that puts our clients interests first, providing sound advice to guide them with integrity and transparency.

Fielding Miller