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Delicate Fabric

Meet the Team

Expertise. Compassion. Know-how.

Our team of experienced financial advisors, legacy planners, and business strategists offer personalized advice and expansive resources.

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Cheryl Guinan, CPA

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Matt Donovan

Private Wealth Advisor

The Integrated Partners Team

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Steve Kolano, CFA

Chief Investment Officer

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Richard E. Austin, JD, LLM, CIMA®, CEPA

Executive Director, Estate and Business Planning

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William Beaudoin,

CFS, CBEC
Vice President of Case Design

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Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

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Gregory Freeman
Advanced Planning Specialist

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Peter Kaplan

Executive Vice President, Planning and Insurance Solutions

CRPC conferred by College for Financial Planning.

 

Guinan Wealth Management​

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61 E. Main St., Suite 3, Norton, MA 02766 | P.O. Box 2122, E. Falmouth, MA 02536​

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Guinan Wealth Management, and along with investment advisor representative, Matt Donovan.

 

Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA , and its individual partners are separate entities from Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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