Wealth Management

Wealth Management 

Align Wealth Management's(AWM) dedicated team of financial planning professionals understand that in order to help secure your financial future, you need to start investing today.  Whether you’re a seasoned investor or just beginning, Align Wealth Management(AWM) can handle all your needs.  Our professionals provide comprehensive financial planning and wealth management for individuals, families, and business owners.

With over two decades of experience, we operate with honesty and integrity by putting your interests first.  From investments to retirement, making decisions can be overwhelming, but we have the tools and experience to help you get where you’re going, whether it’s right around the corner or a decade or two down the road.

Ready to get started?
To schedule a no cost, no obligation meeting with LPL Registered Representative Sean Farrell, contact AWM Coordinator Nicole Ry by phone at (978) 323-0622 or email.
Check the background of this investment professional on FINRA'S Broker Check.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).. Insurance products are offered through LPL or its licensed affiliates. Align Credit Union and Align Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Align Wealth Management, and may also be employees of Align Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Align Credit Union or Align Wealth Management. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value



The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.