- Our Services:
- Wealth Management
- Private Client
- Personal Insurance
- Financial Academy
Current Clients
For existing clients, you may access your portals here. If you have any difficulty logging in, please contact us to assist.
We harness the Power of One to deliver personalized financial advice so you can live your best life now and into the future.
At OneDigital Investment Advisors LLC, our team of licensed, independent financial advisers simplifies your complex financial life by integrating investments, insurance, taxes and estate planning into a single strategy. By understanding your goals and objectives, we design a shared vision of success.
Crafting a Legacy-Oriented, Customized Wealth Management Experience
Financial conversations don’t have to be uncomfortable. Relying on a team of experienced advisers can help mitigate challenges surrounding money and emotions in your family. With extensive knowledge in investment, financial, risk and insurance planning, along with dependable fiduciary trust services, our team understands the intricacies of minimizing tax obligations and meeting the unique demands of your wealth.
- Financial Management
- Family Business Succession
- Asset Protection
- Estate Planning
- Communication Alignment
- Wealth Transfer
- Security Coordination
- Family Office Services
Take Charge of Your Financial Future
At OneDigital Investment Advisors (OneDigital), we believe saving and investing should be easier for everyone. Here at our Financial Academy, you’ll find resources to help you manage your money more confidently and reach your goals.
Each month, you’re invited to join a live class with one of our financial advisers. Register for our upcoming Financial Academy sessions below.
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MEET THE TEAM
Jim Horrocks
Senior Vice President, Retirement & Wealth
Sean Gibbons
Vice President Wealth Management
Mark Sullivan
Vice President Wealth Management
Camay Pascucci
Vice President Wealth Management
Doug Wilson
Vice President Wealth Management
Rennie Worsfold
Vice President, Retirement Plan Consultant
Sam McDermott
Business Development Associate, Retirement
Rick Petroccione
Director, Retirement Operations
Zachary Delano
Director, Retirement Operations
Lauren Mondello
Operations Specialist
Nicole De Pena
Client Relationship Specialist
Ashley LeBlanc
Client Relationship Manager
Monica Leger
Client Relationship Specialist
Wealth Management Insights
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Contact Us:
222 Rosewood Dr 2nd floor, Danvers, MA 01923
(978) 777-3116
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