Welcome to Finn & Meehan Wealth Management, LLC, a firm dedicated to delivering a personalized planning experience that encourages clarity and inspires confidence. We believe that effective wealth management should simplify complexities, allowing our clients to focus on their most valued goals and the things they enjoy most. Our mission is to provide financial guidance that seeks to enhance our clients' quality of life through all chapters of life.
Our Services
At Finn & Meehan Wealth Management, LLC, we offer a comprehensive suite of wealth management services tailored to meet the unique needs of our clients. Our dedicated team of professionals works closely with clients to develop disciplined financial plans that seek to provide confidence in tomorrow.
*Wealth Management*: We go beyond traditional financial planning to offer a truly strategic partnership. Our wealth management services encompass investment management, risk management, tax planning, estate planning, and retirement planning. We strive to provide a clear understanding of your complete financial picture, allowing you to make informed decisions and seek your enhanced quality of life.
*Pre-Retirement Planning*: We understand that the years leading up to retirement can be crucial in ensuring a smooth transition. Our pre-retirement planning services focus on maximizing the growth and preservation of your wealth, while minimizing risks. We help you create a strategy that seeks to address your retirement income needs, healthcare costs, and legacy goals.
*Retirement Planning*: Successful retirement planning requires careful consideration of various factors, including income sources, investment strategies, and tax implications. Our retirement planning services aim to provide clarity and confidence by addressing these factors and tailoring a strategy to meet your unique retirement goals.
Backed by LPL Financial
We are proud to partner with LPL Financial, one of the nation's leading financial services companies and the largest independent broker-dealer.* LPL Financial provides us with access to a wide range of resources, research, and technology, enabling us to deliver the highest level of support to our clients. Our relationship with LPL Financial allows us to maintain our intimate, client-focused approach, while benefiting from the robust capabilities of a major brokerage firm.
Our Core Values
At Finn & Meehan Wealth Management, LLC, we build relationships on a foundation of honesty, integrity, and perseverance. Genuine connection and chemistry are essential to our success, and we strive to create a comfortable environment where clients can enjoy the process of planning their financial future. Our core values guide every decision we make and every action we take, ensuring that our clients receive the best possible service and support.
*Honesty*: We believe that honesty is the cornerstone of any successful relationship. We are committed to transparency and open communication, ensuring that our clients always have a clear understanding of their financial situation and the strategies we employ.
*Integrity*: Our commitment to integrity means that we always act in the best interests of our clients. We uphold the highest ethical standards and strive to maintain the trust and confidence placed in us.
*Perseverance*: We understand that financial planning is a long-term endeavor that requires patience, determination, and a commitment to ongoing learning and adaptation. We are dedicated to helping our clients navigate the complexities of their financial lives with persistence and resilience.

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