Senes & Chwalek Financial Advisors

Building Secure Financial Futures, Together

Senes & Chwalek Financial Advisors is a trusted financial planning firm serving clients in Concord, Massachusetts and beyond. With over 50 years of combined experience, our team of dedicated professionals specializes in crafting tailored financial plans that address your unique goals and aspirations.

Our Vision

Our mission is to empower our clients through financial education and personalized guidance, enabling them to make confident financial decisions for the future. We believe in building long-term relationships based on trust, transparency, and open communication.

Retirement Planning

• Comprehensive analysis of your retirement accounts and investment portfolio
• Development of a personalized savings and withdrawal strategy
• Guidance on maximizing retirement contributions and minimizing taxes
• Strategies for planning for healthcare costs in retirement

Investment & Asset Management

• Custom-tailored portfolio construction based on your individual goals and risk tolerance
• Ongoing review and rebalancing of your portfolio to ensure optimal performance
• Access to a wide range of investment options, including stocks, bonds, mutual funds, and ETFs

Divorce Planning

• Comprehensive evaluation of your financial situation and marital assets
• Guidance on dividing assets and liabilities in a fair and equitable manner
• Development of post-divorce financial plans to ensure financial security

Money & Divorce Planning

• Comprehensive financial planning to address unique challenges associated with divorce, such as splitting assets, alimony, and child support
• Strategies for managing debt, establishing new financial goals, and building a new financial life
• Support and guidance through the emotional and financial transitions of divorce.

And Much More

We offer a wide range of services to meet your diverse financial needs, including estate planning, small business planning, and educational resources.

Trustworthy Guidance, Personalized Solutions

As a client-centered firm, we prioritize open communication and collaboration to ensure your financial plan aligns with your specific needs and aspirations. Our team will work with you to:

• Identify your financial goals and values
• Assess your current financial situation
• Develop a personalized plan to achieve your goals
• Implement and monitor your plan over time
• Provide ongoing support and guidance as your needs evolve

Get Started Today

Discover the peace of mind that comes with a secure financial future. Contact us today to schedule a complimentary consultation and explore how Senes & Chwalek Financial Advisors can help you reach your financial goals.