Licensed to Thrive: Risk Mitigation and Wealth Growth

East Bay Grille
June 18, 2024

Recently in June, Jim Moniz, MSFS, and Dr. Kate Leonard, were pleased to host a James Bond-themed dinner workshop, "Licensed to Thrive: Risk Mitigation and Wealth Growth," at the East Bay Grille. It was a privilege to share with prequalified participants how they can navigate the treacherous waters of wealth management while minimizing risks and maximizing growth. 

The discussion focused on unmasking hidden threats to investment strategies. If you are concerned about how to protect your wealth, please reach out to us at 781-356-2969 or visit us online at