World Investment Advisors has acquired TCG Wealth Management, a Nashua, New Hampshire firm overseeing approximately $140 million in client assets. The firm will join Boston Harbor Wealth Advisors, a branch of World Investment Advisors, expanding the organization’s presence across New England.
TCG was founded in 1994 by Managing Director Michael Cerato. Vice President James Abagis joined the firm a decade later, and together with Client Service Manager Melanie Lavigne, they have built a practice focused on serving high-net-worth families, business owners, and non-profits across the region. The firm has established a reputation for long-term client relationships supported by tactical investment strategies that prioritize market fundamentals over short-term sentiment.
Cerato brings a background that includes senior roles at Wells Fargo, First Albany, and Moseley Securities. He is a magna cum laude graduate of Southern New Hampshire University and has remained actively involved in the Nashua community through board service, volunteering, and coaching youth sports.
By joining World Investment Advisors, TCG will retain its brand while gaining access to larger investment platforms, advanced technology resources, and expanded operational support. The move is intended to allow TCG to continue delivering personalized service while benefiting from World’s national scale.
The acquisition also supports World’s focus on partnering with experienced wealth management teams to develop succession plans that align with the long-term goals of advisors and their clients. The addition of TCG strengthens the Boston Harbor Wealth Advisors team and enhances World’s capacity to serve the New England market.
TCG will continue to work with clients across the region while integrating with the Boston Harbor office to expand service capabilities and deepen advisory support for clients.
KEY QUOTES:
“Joining World gives us access to broader investment platforms, advanced technology and operational support while letting us stay true to our fiduciary values. Our regional and personal connection with Boston Harbor Wealth Advisors was also crucial to our decision to join World. Their integrity, culture and client-service philosophy mirror our own, confirming this was the right choice for our clients and our team.”
Michael Cerato, Managing Director and Founder of TCG Wealth Management
“Michael, James, and Melanie have built a practice that exemplifies discipline, personalization, and long-term relationships. Their culture and commitment to clients make them a natural fit for World as we continue expanding across New England. We are also pleased to see the growth of our Boston Harbor team through the addition of such a respected firm.”
“With TCG joining our Boston-based team, we’re building momentum in New England, proving that advisors can pursue growth without sacrificing culture. Together, we will broaden capabilities, strengthen our regional presence and work with one another to deliver an even higher level of service to end clients.”
Edward Walters, President of World Investment Advisors
