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About Finivi | Financial Advisors

Finivi is an independent, SEC‑registered investment advisory firm committed to delivering fiduciary, transparent, and actionable advice for business owners, executives, families, and individuals nationwide. As an agile, independent firm, we tailor every strategy to your unique needs, adapting as markets and personal circumstances evolve. We unify the full capabilities of a sophisticated financial team—traditionally reserved for the ultra‑wealthy—into a single, accessible solution. Clients choose Finivi not only for our boutique, client‑centered attention and personalized investment management, but for our Family Wealth Services: an integrated suite of strategies that support every stage of their financial journey. Instead of juggling multiple advisors, clients benefit from one trusted team coordinating their entire financial lives. Our integrated services include: • Personalized Investment Management • Retirement Income Strategies • Estate & Trust Planning • Multi-Generational Wealth Planning • Financial & Retirement Planning • Family Office Services • Business Succession • Risk Management • Philanthropy —All proactively managed through a dedicated relationship manager serving as your single point of contact. At Finivi, we simplify financial complexity into clarity—so you can move forward with confidence, knowing your interests come first and your family’s financial future rests on a strong foundation. ________________________________________________________________________________ Advisory Services offered through Finivi Inc. an SEC Registered Investment Advisor. 1400 Computer Drive, Westborough. MA 01581 (508)870-0440.

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