Call us at (617) 467-6107 or email us to set up a no-obligation, informational meeting.
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Our aim is to help you simplify the demands of managing your finances. Our advisors provide professional investment management and create financial plans – personal blueprints – that seek to optimize your assets, sources of income, employee benefits, savings plans, insurance coverage, and estate preparation. The financial consultants of Village Wealth Management are LPL Financial Advisors. LPL is the leading independent broker-dealer in the US.* LPL Financial Advisors who manage advisory accounts or participate in financial planning have a fiduciary duty to act in the client’s best interest.
Long term relationships. Financial planning. Investment management. Welcome to Village Wealth Management.
*As reported by Financial Planning Magazine, June 1996-2019, based on total revenue
Investment Program Manager & LPL Financial Advisor
LPL Financial Advisor
Client Service Associate