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Our approach is unique because our team consists of two experienced professionals, each offering different expertise. Nathan Fox is a licensed financial advisor and Michael Monteforte is a Massachusetts Estate Planning attorney. Together, we offer a multi-disciplinary approach that provides you with experience in both worlds. From financial strategies and retirement savings to estate planning* and Medicaid planning, we can help with your planning needs. 

It’s our ability to utilize both disciplines, with an attorney and a financial advisor working together, that sets us apart. Together we can tailor a plan specifically for you!

We believe our teamwork approach adds a broader perspective to all we do and provides unique benefits to our clients.

Click here to send us an email, or to schedule a free consultation. We are now offering consultation via Skype! Please email us to schedule a time.

* HTK does not provide tax or legal advice. Estate planning services are provided by Attorney Monteforte, through his law office, the Law Office of Michael Monteforte, Jr. Attorney Monteforte is licensed to practice law in MA and NY. For more information, visit

We offer expertise and experience in a wide variety of legal disciplines. Get to know us better. We can help you with current legal issues, or help you plan for the future.

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Nathan J. Fox has been working in the field of Financial Services since 2008. During this time he has worked with individuals, families and businesses owners.

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