Anne Christopulos

Anne is a Managing Director and Financial Planner with over twenty years of experience in the financial services industry. After holding corporate management positions in finance and strategic planning in New York City, she moved to Boston to become the Product Manager for the IRA business at Fidelity Investments. Following that, she was Vice President, Retirement Investments, at Fleet Financial Services. A native of Cape Cod, she returned to the Cape in 2001 and made the transition to personal financial planning, first at Secure Future Financial Services in Dennis, then at Davis Financial Services, LLC, in Orleans, which is now a division of West Branch Capital. Anne holds a B.A. in music and economics from Wellesley College and an MBA from Harvard Business School. She was granted the CFP® certification by the Certified Financial Planner Board of Standards, Inc. in 2004.

Tax Laws May Provide a Silver Lining during Market Downturns

With the deadline for filing 2019 federal tax returns postponed until July 15, and our main focus on staying healthy and safe, taxes are probably not top-of-mind these days.  However, whenever the stock market falls, it can present tax-saving opportunities.  Here are a few ideas that may provide a silver lining.  As always, consult with …

Tax Laws May Provide a Silver Lining during Market Downturns Read More »

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Opportunity Zones Offer Investors the Chance to Do Well and to Do Good

Although the 2017 Tax Cuts and Jobs Act did not receive bipartisan support, there is at least one provision in the legislation that has appeal to members of Congress and constituents on both sides. This provision offers what could potentially be a generous tax break to investors who reinvest their capital gains from other investments …

Opportunity Zones Offer Investors the Chance to Do Well and to Do Good Read More »


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