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Whether you are a prospective client interested in the services that my firm has offered clients for over 15 years, or an existing client simply checking back to see "what's new", I hope this web-site provides you with the information you are looking for. My firm's mission is simple:

"To provide you with comprehensive and trustworthy advice that empowers you to efficiently utilize your financial resources so that you may live your ideal life."

Simply put, we provide comprehensive financial planning and investment planning services to clients who generally have at least $750,000 of invested assets. Yet despite our firm's tremendous growth, we've never lost sight of what's important in life. At the end of the day, no matter your occupation or role in life, you must be able to put your head on the pillow and know that you have done "the right thing". For over a decade we have strived to do just that.

If you are a prospective client, I encourage you to learn more "About Us", "What We Offer", "Who We Serve", and ultimately "Why Choose Us". If you are interested in scheduling a complimentary consultation, or if you have additional questions or concerns, please feel free to call or e-mail me. 


Craig DuVarney, CFP

Check the background of this firm and investment professional on FINRA's BrokerCheck

233 Ayer Road, Suite 211
Harvard, MA  01451
Phone 978.772.2156   Fax 413.254.9735

©2020 Craig DuVarney, CFP™. All rights reserved.
Advisors on the 2014 Rep magazine/WealthManagement.com “Top Next Gen IBD Advisors” list were ranked exclusively by assets under management.  Advisors on the list were also required to be under the age of 40.  Nominations were solicited by Rep magazine from the top 35 Independent Broker-Dealers by headcount.  Also, Rep magazine and WealthManagement.com did not receive any compensation from financial advisors, participating firms and affiliates or the media in exchange for rankings.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. 
Advisory services offered through Craig DuVarney, CFP ™, an SEC registered investment advisor.
Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, KS, MA, MD, ME, MS, NC, NH, NJ, NY, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.