Portfolio Category: Business Sphere

As a Private Client Advisor, I specialize in safeguarding the assets and property of accomplished individuals and families from unexpected risks. Many of our clients approach us after realizing that standard insurance solutions no longer offer the depth of protection they need. In an evolving world, managing wealth wisely means actively adapting to changing risks- not leaving insurance on autopilot. Protecting wealth is as essential as building it. At Assured Partners, we provide a personalized, holistic approach to risk management. Our team delivers tailored strategies and solutions that cover a full spectrum of personal risks. Through education, expert advice, and advocacy, we create proactive and positive outcomes for our clients. With my background as a Financial Advisor, I bring a nuanced understanding of the complex challenges that wealth can present, along with the peace of mind priorities that matter most to high-net-worth families.

As a native Californian living in Boston, Marissa has made a home for herself in New England. After graduating from Arizona State University with a B.A in Design Management, Marissa moved to Boston and fell in love with the city and the people. Knowing she wanted to start a career in real estate, Marissa was eager to share what she had learned and to launch her career in the city that she loves. She demonstrates the importance of serving clients with integrity and grace. Marissa has found the perfect balance of both business and design through real estate. Guiding buyers and sellers through real estate with a keen eye for details, she prides herself on providing exceptional customer service to her real estate clients. Building and maintaining lasting relationships is the most important component of her real estate career, and she is incredibly attentive and thoughtful regarding the needs and…