Our Values

What Matters to Us

The relationship we have with our clients is both the most satisfying and important part of the work we do. These are the values that define how we work with clients, our community, and each other.



We are easygoing, empathetic, and seek to develop lifelong relationships through compassion, honesty, and a little good humor!



We are deeply connected to our community. We volunteer, donate, participate, and believe business can be a force for good.



We want to hear your story! We truly enjoy meeting new people, learning new things, and thrive in an environment of innovation and creativity.



We exist to empower others to reach their goals, their dreams, or what they hope for. We deliver solutions for our clients that solve their unique problems.

We Are a Certified B Corporation!

As the Wealth Management Division of Brattleboro Savings & Loan, we are a certified B Corp. 

B Corp Declaration of Interdependence:

  • That we must be the change we seek in the world.
  • That all business ought to be conducted as if people and place mattered.
  • That through products, practices, and profits, businesses should aspire to do no harm and benefit all stakeholders.
  • To do so requires that we act with the understanding that we are each dependent upon another and thus responsible for each other and future generations.

It all starts with a conversation.