In the early 90's John Gagnon was first a partner and then ultimately became president & CEO of a privately held company that he led through a successful organic growth period and then through a buyout by a public company. It was during this time that John Waters joined the same firm and became the Chief Operating Officer of the company and the "John & John" team was born.

Having worked in both a large company setting and understanding the dynamics of running a privately held firm they both have developed complementary skill sets that enable them to deliver specialized services to their clients.

Throughout this period they have shared a common belief that treating clients with honesty and respect while delivering exceptional technical knowledge is a winning combination. Most of the work that they do on the investment side is a direct result of the services they have performed for corporate clients in the executive benefits area.
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For 15 years they have chosen to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. John has been recognized 7 of those years as Commonwealth's number one producing adviser. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps us serve clients in a seamless and efficient manner by providing back office, investment, insurance and technology support.