Mary Bertrand

Capital Formation Group, Inc. is a financial services company based in Wellesley Hills, MA. The private company offers a range of services including life insurance, investment placement and oversight, estate and financial planning, business succession planning, and executive benefits. CFG aims to simplify complexity and provide personal service to its clients, helping them achieve their financial goals with confidence and less stress.

The Harvard Club of Boston is a private alumni club that offers a variety of benefits to its members. The club also offers comfortable rooms in the heart of Boston for members and reciprocal guests. The Harvard Club of Boston is located in Boston, MA and is a Platinum Club of the World private alumni club. The club features a newly renovated fitness center and an expansive squash program. Membership benefits extend to nearly 140 affiliated private clubs across the globe, making it an ideal choice for those who travel frequently. The dress code is business casual for members and guests at both clubhouses.