Align Wealth Management’s 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* can handle all your needs.
Align Wealth Management’s Member-centric approach translates financial planning and wealth management. From investments to retirement, making decisions can be overwhelming, but we have the experience and tools 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 the FINRA's Broker Check.
- Discovery – We want to learn about you, including your current situation, needs, and financial goals.
- Planning – We develop customized strategies that revolve around preparing for retirement and beyond.
- Implementation – We handle all facets of your financial plan, from the paperwork and communicating with your employer, to all aspects of investing.
- Review – Planning is an ongoing process because circumstances change which is why we schedule regular check-in's with you to make sure everything is on track and make adjustments if it isn’t.
Financial Planning Services
- Investment Strategies
- Retirement Planning & Rollover Services
- Mutual Fund Investments
- Estate Conservation
- Education Funding
- Portfolio Allocation Strategies
Wealth Management Options
- Mutual Funds
- 529 Plans
- Managed Accounts
- Variable and Fixed Annuities
- Tax Sheltered Annuities (TSAs)
- Life Insurance