Biography

Bruce has over 30 years’ experience providing tax, financial planning and investment advisory services to individuals, trusts, and businesses.

Bruce is a Certified Public Accountant, a Certified Financial Planner Practitioner ™ and is an Investment Advisor Representative for Measured Wealth Private Client Group, LLC. He is credentialed as a "Personal Financial Specialist" by the American Institute of CPA's. Bruce is a graduate of Colby College and earned a certificate in Accounting from Bentley College.

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Financial Planning
  • Why you need a financial plan
  • How to maximize your social security
  • How much money you'll need to retire
  • How much money you'll need to save to meet your retirement goals
  • Why many annuities generally don't work in a financial plan...with certain exceptions
  • Situations in which a reverse mortgage may be appropriate
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Tax Planning
  • How titling of assets affects your heir's tax bill
  • What types of investments are best for your tax situation
  • Why some college saving plans work and others backfire
  • How high bracket taxpayers can save though multi year tax planning
  • How to reduce taxes on your withdrawals from 401K and IRA Accounts
  • How having trusts can help or hurt your income tax bill
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Income Tax Second Opinion
Tax matters can be complicated and mistakes are possible, especially in the heat of tax season.

Submit your tax return for review
  • If no changes are warranted (as judged by you) then no charge for the review
  • If changes are warranted, then review time will be charged. You then decide the next course of action: discuss with your original tax preparer or have Bruce amend your return.
Managing your Investment Portfolio
Provided through
Measured Wealth Private Client Group, LLC
  • The benefits of having your money professionally managed by a fiduciary
  • How your portfolio is created in a way that fits with your financial goals
  • Help determine the best investment policy for you
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Traditional CPA Services, can be provided by Bruce or through his association with other CPAs, depending on your particular situation