We are pleased to announce that David Witherbee & Associates, Inc. is combining with Grimes & Company, Inc.!
David Witherbee & Associates, Inc. (DWA) has worked closely with Grimes & Company, Inc. (Grimes), located in Westborough, MA, for about 15 years. The two companies have been sharing investment research and in 2007, DWA began using Grimes as an active portfolio manager and trader for the majority of client accounts. Grimes is an SEC Registered Investment Advisor, and they currently manage over $1.5 billion.
Combining the two firms creates a more efficient entity and sets a succession plan for the future; we are not retiring. The same people will be servicing your accounts and helping you with your needs. Our office in Concord remains open until further notice and we can be contacted at:
Grimes & Company, Inc.
100 Main St. Suite 330
Phone: (978) 371-2551
Fax (978) 371-2883
David L. Witherbee
Janelle L. Coulman, CFP®