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The Practical Planner
THE PRACTICAL PLANNER is an SEC-registered investment adviser in Groton, MA, registered since 2024. The firm manages approximately $145 million in regulatory...
Overview
THE PRACTICAL PLANNER is an SEC-registered investment adviser in Groton, MA, registered since 2024. The firm manages approximately $145 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
How does the firm handle philanthropy and legacy planning?
While specific philanthropic vehicles have not been named, cross-generational planning is a central function. The office routinely structures trust distributions, administers charitable giving vehicles such as donor-advised funds or private foundations, and manages the logistics of multi-jurisdictional wealth transfer to minimize erosion from estate taxes.
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