Wealth Management Solutions

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How well do you keep track of everything you have when you're busy doing what you do best?  Do you know if all of your assets are working as hard as you are?  Are you paying too much in taxes?  When was the last time your various financial advisors all met to collaborate on your financial plan?

If you are not happy with the answers to these questions, you need a primary advisor to help coordinate, integrate, and maximize your wealth. 

Strategic Financial Partners is excited to introduce our clients to Wealth Management Solutions.

This revolutionary web-based wealth planning tool enables more complete planning and better servicing of our clients' needs.  The unique system allows clients to view their up-to-date financial position from anywhere in the world.  Some features of the system include:

• Account Aggregation - automatically uploads investment account balances on a daily basis;
• The Vault - stores critical legal documents electronically for safe and easy access;
• Alerts and Alarms- notify you and your advisor of any significant changes in your overall portfolio allocation, as it relates to your personal planning and tax situation.

"Wealth Management Solutions" is a proprietary financial planning process. Securities products and investment advisory services are offered through New England Securities, a registered investment advisor and broker/dealer, member FINRA/SIPC, located at 501 Boylston St., Boston, MA, 02116."