World Investment Advisors announced the acquisition of TCG Wealth Management, a Nashua, New Hampshire-based wealth management firm with approximately $140 million in client assets. The firm will join Boston Harbor Wealth Advisors, which is a branch of World. The acquisition strengthens World’s regional expansion strategy in New England and further supports the growth of its advisor network in the region.
TCG was founded in 1994 by Managing Director Michael Cerato. Vice President James Abagis joined the firm about ten years later, and together with Client Service Manager Melanie Lavigne, the leadership team built a practice serving high-net-worth families, business owners, and non-profit organizations across the region. The firm has emphasized deep client relationships and a disciplined, tactical investment approach based on interpreting market signals rather than reacting to short-term shifts.
Cerato’s career before founding TCG included leadership roles at Wells Fargo, First Albany, and Moseley Securities. He graduated magna cum laude from Southern New Hampshire University, where he competed in both hockey and lacrosse, and he maintains active involvement in the Nashua community through board service, volunteer activities, and youth sports coaching.
By joining World, TCG will maintain its existing brand identity while gaining access to expanded investment platforms, broader technology capabilities, and additional operational support. The affiliation is also structured to support long-term stability and succession planning, aligning with the World’s approach to partnering with experienced advisors to enhance practice continuity and value.
The addition of TCG contributes to the continued expansion of Boston Harbor Wealth Advisors in New England. And it reinforces World’s focus on supporting advisors who prioritize client service, cultural alignment, and sustainable practice growth.
KEY QUOTES:
“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.”
Edward Walters, President of World Investment Advisors
“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
“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
