Kirk Chisholm (Wealth Management)

Company Name

Innovative Advisory Group

Business Focus: 401K Plan Advisor, Financial Advisor, Investment Planning, Portfolio Management, Strategic Consulting, Wealth Management, Wealth Preservation,

City, State: Lexington MA, Massachusetts

Practice Name Innovative Advisory Group Legal Focus Asset Protection, Wealth Management, Strategic Consulting, 401K Plan Advisor, Investment Planning, Portfolio Management, Financial Advisor, Wealth Preservation Lexington, MA Attorney’s Bio Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group, an independent Registered Investment Advisor located in Lexington, MA. He has been providing wealth management…

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James O. Roberson Jr. (Attorney)

Company Name

The Roberson Law Group, P.C.

Business Focus: Asset Protection, Business Law, Charitable Giving, Estate Planning, Tax Law, Trusts, Wealth Preservation,

City, State: SIlver Spring, Maryland

Mr. Roberson practices law in Maryland focusing on tax law, business law, wealth preservation, asset protection, trust & estates and charitable giving.  

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