FINANCIAL
At our wealth management firm, we specialize in guiding you through the crucial stages of retirement and estate planning while managing your investments with care and expertise. We know that planning for your future means more than just numbers—it’s about securing peace of mind for you and your loved ones. Our retirement planning services help you map out a clear path toward financial independence. We work closely with you to assess your current situation, set realistic goals, and create a strategy that balances growth and security so you can enjoy your retirement on your terms. When it comes to estate planning, we focus on protecting your legacy. We help you design a plan that ensures your assets are distributed according to your wishes, minimizes tax burdens, and provides for your family’s future without unnecessary complications. On the investment management side, we tailor portfolios to fit your unique risk tolerance, timeline, and financial goals. Our approach combines disciplined research with ongoing monitoring to optimize returns while managing risk. Together, these services form a comprehensive approach to building, preserving, and transferring your wealth—so you can focus on living your life with confidence and clarity.
Invested in Creativity
*“Claudette Bookkeeping And Tax LLC is a woman- and minority-owned firm based in Massachusetts, specializing in bookkeeping, payroll, tax preparation, and notary services for individuals, small businesses, realtors, and organizations. We provide reliable monthly financial tracking, tax compliance, and customized QuickBooks Online support as a certified ProAdvisor. “Our firm is also registered with SAM.gov and actively pursuing government contracting opportunities through federal and state procurement portals. We hold a CAGE Code and DUNS Number with additional certifications in progress to strengthen our supplier diversity and contracting profile.”
David works with individuals and families as they navigate various financial opportunities and challenges that they encounter throughout their lives. David enjoys learning about each client’s unique situation and specific goals so that he can work with them to provide clarity and relieve stress. David earned his Bachelor of Arts in History from Loyola University Maryland and a Certificate in Financial Planning from Boston University. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Stage Harbor Financial is a privately owned, independent advisory firm headquartered in Westwood, MA. Our team of comprehensive financial planners take great pride in the personal relationships we build with our clients, tailoring every aspect of our clients' plans to meet their specific needs. We go to great lengths to stay on top of cutting edge planning strategies and technology, helping to most efficiently deliver value to our clients. We believe that it is our job as financial advisors to help families connect your financial resources to your life – so that they can feel secure and achieve their most meaningful goals.
Financial planning, education, management, and insurance
Bernstein Private Wealth Management
My goal as an Edward Jones financial advisor is to help serious, long-term investors achieve their financial goals. I work with successful families and business owners who rely on our guidance as they navigate financial uncertainties and transitions. In particular, I have a passion for helping families experiencing divorce. Having gone through my parents’ divorce at a young age, I understand the emotional and financial complexities involved and strive to provide clarity and confidence during these challenging times. I do this by taking the time to understand your needs and implementing a comprehensive wealth strategy that helps address your concerns. Before investing your money, I believe in truly recognizing what you hope to achieve in the future. Only then will my branch team and I focus on finding the most appropriate financial strategy and help guide you through the pursuit of your goals. Becoming a financial advisor has been a privilege because it allows me to help others get on the road to achieving their dreams—whether that means creating a clear path to retirement, building confidence in your financial plan, or creating a strategy to pass on a legacy. I provide guidance to those approaching retirement age, but I can also be a valuable resource if you are just beginning to create your financial strategies. For me, retirement planning means more than providing investment advice—it means helping you maintain the financial independence you’ve worked your whole life to achieve. Together, we’ll address issues you might have overlooked and determine how to adjust your strategy to accommodate changing conditions and unforeseen expenses. Outside of work, I enjoy spending time with my fiancée, Katie, as well as skiing, and relaxing at the Winthrop Yacht Club. If you are interested in our services, you can reach me at (781) 898-2002 or connor.macisaac@edwardjones.com.
David works with individuals and families as they navigate various financial opportunities and challenges that they encounter throughout their lives. David enjoys learning about each client’s unique situation and specific goals so that he can work with them to provide clarity and relieve stress.
Comprehensive financial planning including wealth management, insurance coverage, tax strategies, college planning, student loan debt, philanthropic giving
We originate SBA 504 loans for owner occupied businesses in New England.
We are a well established financial firm offering comprehensive financial planning services and investment management services. We routinely help clients to plan for their long-term financial goals such as saving for college and/or retirement. We also help clients with big life changes such as weddings, divorces and inheritances. We offer various investment management solutions and provide fee-based consulting services, as appropriate.
Securities and Advisory Services Offered Through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.
Our mission is to provide a confident and clear financial strategy in an increasingly uncertain world. Our collaborative process includes a holistic approach to evaluating financial goals and aligning them with each client’s unique set of values. Our hope is to make the complex simple and the goals achievable.
I'm Jackie Walsh, a fee-only financial planner, CPA, CFP®, and mom of three boys, I help families bring structure and confidence to their financial lives with clear judgement-free guidance that turns uncertainty into direction. I offer comprehensive financial planning, investment management, college planning, retirement planning and tax planning on a flat fee monthly membership. Also, I'm part of a network of independent financial planning and management firms, you get the personal attention of a boutique practice with the support of shared compliance, technology and investment resources.
I have an office in Marshfield, MA and can offer virtual financial planning services to clients nationwide.
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