Wells Financial Advisors

At TSW Wealth Management, we understand the importance of planning for a secure and comfortable retirement. Our team of experienced financial professionals is dedicated to helping affluent individuals and families throughout New England and across the country achieve their financial goals. With a focus on retirement planning, wealth management, and financial planning, we provide personalized services to help our clients navigate life's big financial milestones.

Our Services

We offer a comprehensive range of services designed to help our clients achieve financial freedom and security. Our expertise includes retirement planning, financial planning, wealth management, tax and estate planning coordination, and charitable giving. Whether you're building wealth or transitioning into retirement, our team works closely with you to create a customized plan tailored to your unique needs and goals.

Our retirement planning services focus on three key goals: optimizing your assets to last throughout your expected lifetime, crafting a financial plan that provides the level of income needed for a comfortable and secure retirement, and ensuring that your family is protected and that you have the right estate plan in place. We also provide financial planning services for those still accumulating wealth, including multi-faceted personalized financial planning to review and coordinate the different areas of your financial life.

As a wealth management firm, we offer discretionary portfolio management, blending passive investing strategies with active management to help you achieve your goals. Our tax and estate planning coordination services are designed to help you make tax-efficient contributions and withdrawals from your portfolio, while our charitable giving services utilize vehicles such as Donor Advised Funds to help you maximize your donations.

Client Experience

At TSW Wealth Management, we pride ourselves on our commitment to delivering exceptional client service. Our team is dedicated to providing personalized attention and guidance to help you achieve your financial goals. We understand that every client is unique, and we take the time to get to know you and your priorities. From our complimentary introductory meeting to our ongoing support and guidance, we're here to help you every step of the way.

Our Firm

Located just outside of Boston, TSW Wealth Management has a team of experienced financial professionals who are passionate about helping our clients achieve financial freedom and security. We work with affluent individuals and families throughout New England and across the country, providing personalized services to help you navigate life's big financial milestones.