Connect with Top-Rated Financial Planners in Norwell!

At Strategic Norwell, we are a family wealth management firm that helps individuals plan well to live well in every season of life. We use a personalized and intentional approach to understand our clients' unique situations, goals, and risk tolerance. Our experienced team, led by President and Owner Regina Quirk, has been serving clients across the country for almost 30 years. We take pride in building long-term relationships with our clients, being present for their needs, and using technology to enhance their experience. With a focus on protection, investments, taxes, retirement income, and estate planning, we help our clients achieve their financial goals and secure their financial future.

Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community. Created by Jim Moniz and Kate Leonard. The Legacy Vision Approach helps you manage, create and preserve your wealth to have a positive impact on your family, and achieve your goals and wishes.

North River Financial is a financial planning and advisory firm that provides comprehensive financial services to individuals, families, trusts, and not-for-profit organizations. Our team of experts works together with clients and their tax and legal professionals to create a holistic approach to financial planning. We offer personalized assistance beyond just finances, aiming to cultivate financial independence and fuel our clients' financial world. Our goal is to provide transparency, accuracy, and timely services to ensure our clients' financial well-being.