Single Point Partners

Michelle Harrison is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Single Point Partners since 2023. Prior to joining Single Point, she worked at Ballentine Partners, LLC for nine years. She is a board member and Investment Committee member of the Maynard Education Foundation, where she helps approve grants and set investment objectives for the organization’s endowment. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and emphasizes a client-focused process that typically includes index-based ETFs alongside other investment vehicles, with a fee structure based on fixed annual fees rather than asset percentages.

Joshua Sedlecky is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with two years of industry experience. Prior to joining Single Point Partners in 2021, he worked at Western Michigan University and Centennial Securities, among other roles. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments by providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm manages approximately $641 million in assets and employs a client-centered process that emphasizes index-based ETFs alongside a diversified range of investment vehicles, supported by multi-advisor collaboration.

Sara Thomson is a financial advisor at Single Point Partners in Boston, MA, holding a Series 65 designation with three years of industry experience. Her prior roles include four years at Corrigan Financial Inc. and seven years with the Newport County Chamber of Commerce. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client interviews to establish customized asset allocations and uses a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while delivering multi-advisor support and comprehensive financial planning through its Wealth Logistics service.

Michelle Lum is a CFP® professional with six years of industry experience. She has worked at Single Point Partners since 2020 and previously spent six years at CIBC Private Wealth Management. Based in Boston, MA, she is part of a multi-advisor team at Single Point Partners. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, managing approximately $641 million in assets. The firm emphasizes client-specific asset allocation and employs a range of investment vehicles, including index-based ETFs, mutual funds, and individual securities, while providing comprehensive financial planning and portfolio management through its Wealth Logistics service.

Claire Hawkes is a CFP® with seven years of industry experience, currently serving as a financial advisor at Single Point Partners. She previously worked at Ballentine Partners LLC for five years and has experience outside finance, including roles at Portsmouth Kayak Adventures and Madeleine's Daughter Bridal. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm employs a client interview–based process to set asset allocation guidelines and typically focuses on index-based ETFs while also utilizing a range of other investment vehicles.

Project Management for your financial life. Single Point Partners, a fee-only financial planning firm located in Boston, MA, was founded for families who strive to make decisions that are better than “good enough”. We help you attain context and clarity to the planning, investing, and organization of your entire balance sheet. Our flat fee is the cornerstone of our belief that clients shouldn’t have to wonder “what’s in it for their advisor?” when making decisions. In 2012, Shaun was driven to found Single Point to build a firm that was focused on the agenda of our clients. The name of our company was born from the idea of being a “single point of contact” for our clients. We recognize that we do not have all of the answers, therefore, we have built our business around a great network of experts and resources for our clients. We place an important focus on researching, vetting, and collaborating with various professionals and services for our clients. When we don’t have the answer, we pride ourselves on knowing the right questions to ask, and who to ask them of. Our clients utilize us as a partner to help them feel confident in the decisions they make in life. An ideal client for us share the following characteristics: – We want to be engaged in the financial decision-making process – We have the ability to manage our own finances, but, don’t have the bandwidth – We are willing to be completely transparent about our financial life – We recognize that there are currently overlooked areas in our financial life – We have complexity in life where there is a gap in analysis which is creating uncertainty in decision making – We embrace the use of technology – We prefer low-cost index investments As an active member of Financial Planning Associations of MA, Shaun is involved with their pro-bono programs with Dana Farber Cancer Institute, JVS and Compass Working Capital. Our clients are spread across the country, but I live in Boston with my wife Alicia and our three children.

Rene Jarquin is a financial advisor at Single Point Partners with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at BNY Mellon Wealth Management for 12 years before joining Single Point Partners in 2017. Jarquin serves on the boards of The Home For Little Wanderers, where he chairs the investment sub-committee, and MassVentures, participating in investment-related governance activities. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, offering portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm employs a client-focused process emphasizing index-based ETFs alongside other investment vehicles and provides multi-advisor support with a fee structure based on fixed annual fees rather than asset-based or performance fees.

Leah Warren is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Single Point Partners since 2022. She previously worked at Ballentine Partners LLC for five years and took a one-year break for homemaking. Single Point Partners advises individuals, trusts, foundations, corporations, and endowments, offering portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes individualized asset allocation using index-based ETFs and other investment vehicles, operates with a fixed-dollar fee structure, and supports clients with multi-advisor coordination and consolidated reporting.

Meghan Dwyer is a CFP® professional with eight years of experience in wealth management. She has worked at Single Point Partners since 2021 and previously held roles at Modera Wealth Management and BNY Mellon Wealth Management. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments with portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm uses a multi-advisor approach focused on individualized asset allocation and employs a range of investment vehicles, emphasizing index-based ETFs, while offering a fixed-dollar fee structure rather than asset-based or performance fees.

Abraham Kirby Galen is a financial advisor at Single Point Partners with two years of industry experience. He holds a Series 65 designation and has worked previously at Hopkins School and King's Academy. Outside of advising, he is the founder of Taxes for Beginners, a tax preparation business established in 2021. Single Point Partners serves a diverse client base including individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, and business consulting through its Wealth Logistics service. The firm emphasizes a client interview-based process to set asset allocation guidelines and typically utilizes index-based ETFs alongside other investment vehicles.

Alexa Fattore is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Single Point Partners in Boston, MA. Her prior experience includes roles at Corrigan Financial, Inc. and Providence Equity Partners, LLC. Single Point Partners serves individuals, trusts, foundations, corporations, and endowments, providing portfolio management, financial planning, account aggregation, and business consulting through its Wealth Logistics service. The firm emphasizes client-specific asset allocation, primarily using index-based ETFs alongside other investment vehicles, and operates under a fixed-dollar fee structure rather than asset-based or performance fees.