255 Corporate Drive
We are independent financial advisors with LPL – the largest independent broker/dealer in the nation*. Flagship Wealth’s independent nature means our firm has no proprietary products. Thus, there is no outside incentive to choose certain products over others. Products and investment choices are chosen on merit alone for our clients.
The experience of our team and our personalized, hands-on service is unmatched. Several advisors at Flagship Wealth hold professional designations. Our team consists of a CERTIFIED FINANCIAL PLANNER© and multiple MBAs. Collectively, our advisors have over 75 years of experience helping clients. In addition, our team completes continuing education programs annually for our financial advisors to ensure they fully understand the latest available investment strategies and financial strategies.
Flagship Wealth takes a team approach to financial planning. We strive to assist our clients in all areas of personal finance, including investment planning, retirement planning, insurance planning, tax planning, and estate planning. Our team leverages our combined skills and experience to identify any blind spots in our clients’ plans and address them before issues arise.
For related client needs outside of our purview, we consult our trusted network of attorneys and CPAs.
Flagship Wealth prides itself on offering highly personalized services for our clients, such as in-office Medallion Signature Guarantees and Notary Public Services. We take considerable time upfront to fully understand our clients’ needs, goals, values, and risk tolerances before we make any recommendations. That being said, situations change and plans often require adjustments to stay in line. Our clients know we pride ourselves on our quick response time and quality service. Let’s get together and talk about your options on how you can build a comfortable future.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report)