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Powder Point Wealth Management Opens Doors in Pembroke

Michael Damon, CPA, Financial Advisor
Michael Damon, CPA, Financial Advisor

Powder Point Wealth Management, LLC, a new financial services practice serving the greater South Shore area, has opened its doors at 300 Oak Street, Suite 220 in Pembroke, MA.

Michael Damon, who is a Certified Public Accountant, Financial Advisor and Registered Representative (Series 7 and 63), is the founder of the new practice. Damon has been providing financial planning services for over a decade and increased demand for his expertise led to the launch of Powder Point Wealth Management. Damon intends to expand his financial planning team and provide wealth advisory services that include wealth preservation and growth as well as college, retirement and estate planning through the use of investments, insurance and annuities.

Damon is also the founder and a principal of Damon & Associates, Inc., a leading accounting and tax practice with a staff of seven in Pembroke, MA. For more than three decades, Damon and his team of CPAs have been catering to businesses and individuals throughout Massachusetts. With the launch of Powder Point Wealth Management, Damon and his financial advisors will be able to bridge the gap and go beyond accounting and tax planning to offer financial planning strategies for continued prosperity to current and new clients on a larger scale.

“Powder Point Wealth Management offers personalized and comprehensive financial planning consulting services to individuals, families and businesses. We do not require a minimum investment. Our goal is to help clients better position themselves for the future and accomplish their financial goals,” explained Damon.

About Michael Damon, CPA

In addition to being a Registered Representative and the founder of Powder Point Wealth Management, Michael Damon, CPA, Financial Advisor is the founder and a principal of Damon & Associates, Inc. He is a CPA registered in Massachusetts and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA).  Damon holds a Bachelor of Science in Business Administration from Northeastern University.

As a frequent speaker to Massachusetts business and trade groups, Damon has been a guest speaker for the Mass Business Resource Network (MBRN), South Shore and Plymouth County Board of Realtors and the American Tamil Medical Association. In addition, Damon is a guest host on Talk Real Estate with Sharon McNamara on Saturday mornings on WATD 95.9 FM.

Powder Point Wealth Management LLC, a financial services specialty practice serving the greater South Shore area, is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684.

Advisory services offered through Capital Analysts, Inc. or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Powder Point Wealth Management, LLC, Damon Associates, Inc and the above firms are independent, non-affiliated entities. CPA services are not offered through, nor supervised by, Lincoln Investment.

 

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Mark Diodati, CPA, MSA Promoted to Partner at Damon & Associates

Mark Diodati, CPA, MSA
Mark Diodati, CPA, MSA

Mark Diodati, a Certified Public Accountant, has recently been promoted to Partner at Damon & Associates, Inc., a leading accounting and tax firm in Pembroke, MA.

Diodati, a resident of Weymouth, MA, specializes in financial reporting, corporate and individual tax, and accounting. He consults with many small business owners to help them achieve their financial goals. For five years previous, Diodati was an Associate at the firm and also served as the Audit Manager, where he was responsible for managing projects, the budget and accounting staff.

Diodati is a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). He is a graduate of Thayer Academy High School in Braintree, MA and holds a Bachelor of Science in Accounting and Finance, as well as a Master of Science in Accounting from Northeastern University in Boston.

“Mark is a tremendous asset to the firm for building strong long-term relationships with clients,” said Michael Damon, CPA, founder of Damon & Associates.

About Damon & Associates, Inc.

For more than three decades, Damon & Associates’ experienced CPA team has been providing professional accounting, audit and tax services to businesses and high net-worth individuals throughout Massachusetts. The firm’s typical business client has sales ranging from $1M to $50M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation. The firm is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

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Donna L. Marchand, CPA Joins Damon & Associates CPA

Damon & Associates, Inc. a leading accounting, tax and wealth advisory firm on the South Shore, recently appointed Donna L. Marchand, CPA as a Senior Associate.

In her new role, Ms. Marchand will be responsible for corporate accounting, corporate and individual tax return preparation, and financial statement preparation.

Prior to joining Damon & Associates, Inc., Ms. Marchand worked as a Senior Associate at Burke and Associates, CPAs, Inc. for two years.  Ms. Marchand graduated with a Master of Science in Accountancy with distinction from Bridgewater State University and passed the CPA exam in February 2014. She also holds a Master’s Degree in Education with an Undergraduate in Elementary Education and previously was a teacher for 11 years.

Ms. Marchand is a member of the Massachusetts Society of Certified Public Accountants (MSCPA). She is a resident of Hingham.

About Damon & Associates, Inc.

For more than two decades, Damon & Associates’ principal, Michael Damon CPA has been providing professional accounting, tax and wealth advisory services to businesses and high net-worth individuals throughout Massachusetts. With a team of six and plans for additional staff, Damon & Associates continues to provide the highest level of service to closely held businesses, their owners and individuals at their new Pembroke firm.

Damon & Associates’ professional accounting and business services include accounting and audit services, tax planning and preparation, bookkeeping and business development services. The firm’s typical business client has sales ranging from $1M to $30M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation.

Damon & Associates is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

 

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Jennifer N. Phinney Joins Damon & Associates CPA

Damon & Associates, Inc., a leading accounting, tax and wealth advisory firm on the South Shore, has recently hired Jennifer N. Phinney, a resident of Pembroke, as an Administrative Assistant.

Ms. Phinney will be responsible for day-to-day administrative duties, which include managing calendars, planning and coordinating meetings as well as assisting with general client needs and inquiries. Prior to joining Damon & Associates, Inc., Ms. Phinney worked for Hokanson Insurance Agency as a COBRA Administrator.

About Damon & Associates, Inc.

For more than two decades, Damon & Associates’ principal, Michael Damon CPA has been providing professional accounting, tax and wealth advisory services to businesses and high net-worth individuals throughout Massachusetts. With a team of six and plans for additional staff, Damon & Associates continues to provide the highest level of service to closely held businesses, their owners and individuals at their new Pembroke firm.

Damon & Associates’ professional accounting and business services include accounting and audit services, tax planning and preparation, bookkeeping and business development services. The firm’s typical business client has sales ranging from $1M to $30M.  They also represent individuals seeking a high degree of consulting services in addition to annual tax preparation.

Damon & Associates is located at 300 Oak Street, Suite 220 in Pembroke, MA.  For more information, contact (781) 924-5684 or visit http://www.damoncpa.com.

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Loni M. Morganelli Joins Baker, Braverman & Barbadoro P.C. of Quincy

Baker, Braverman & Barbadoro P.C., a dynamic full-service law firm with a team of attorneys catering to individuals, businesses and families throughout Quincy, Braintree, the South Shore and metro Boston areas, has recently appointed Loni M. Morganelli as a Paralegal.

Ms. Morganelli is an ABA Certified Paralegal who will assist Baker, Braverman & Barbadoro’s team of attorneys in litigation support, probate and family law matters as well as corporate compliance matters.

Ms. Morganelli holds a Bachelor of Science in Government/Political Science from Suffolk University in Boston. Over the years, she has continued her education and earned certificates in: The Role of Trial Technician; Introduction to Intellectual Property; Legal Project Management and Advanced Paralegal Management. She is a Certified Trial Specialist through Estrin LegalEd.

In addition, Ms. Morganelli is an Online Teaching Assistant of Probate and Family Law for Boston University as well as a freelance reporter and contributing editor for KNOW Magazine for Paralegals. She has been featured in the publication Legal Assistant Today and also in an article “Hot Jobs & Amazing Careers: Smart Moves for Paralegals” by Chere Estrin.

Prior to joining Baker, Braverman & Barbadoro, Ms. Morganelli served as a Paralegal at Hahn Law Group of Boston and as a Legal Assistant/Paralegal at Cataldo Law Offices, LLC of Franklin, MA.

During her career, she served as the Business and Legal Affairs Manager for two years at Bonham & Associates located in Villefranche-sur-Mer, France and as Professional Support Information Officer for two years at Herbert Smith LLP in London.

Ms. Morganelli is a resident of Wrentham, MA.

About the Firm

Founded in 1995, Baker, Braverman & Barbadoro P.C. is a full-service law firm located in Quincy committed to providing every client with personal attention and superior legal service at reasonable rates.

The firm’s attorneys provide legal advice and counsel to individuals, businesses and families throughout Quincy, Braintree, South Shore and metro Boston areas. Led by five partners with a combined 100+ years of experience, Baker, Braverman & Barbadoro’s practice areas include litigation, tax, trust and estate planning, real estate, zoning and land use, corporate law, finance, criminal defense, immigration law, election law, and divorce and family law. Baker, Braverman & Barbadoro also offers a Speaker’s Bureau on topics of tax, estate planning, small business law and corporate law.

Baker, Braverman & Barbadoro, P.C. is headquartered at 300 Crown Colony Drive, Suite 500 in Quincy, MA. For more information, contact (781) 202-6929 or visit their website at http://www.bbb-lawfirm.com.

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