Wealth Management / Financial Planning

At Weston Wealth Strategies, wealth management begins with a process of discovery. We listen, ask questions, and work with you to build the solution that best meets your needs and situation.

Weston Wealth Strategies can help you assemble a hand-picked team of attorneys, accountants, and bankers, or we can participate as a facilitator within your existing team structure. This allows us to manage your investments, education planning, retirement planning, charitable giving, and estate planning as a coherent whole.

Financial Planning

Investments

Brokerage accounts
Wrap accounts
Retirement accounts
Separate account managers
Multi-manager accounts
more ...

Insurance

Life insurance
Long-term care insurance
Disability insurance
Health insurance
more ...

Business Solutions

Business insurance
Executive compensation plans
Group benefits
more ...

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Copyright © 2005-2008 Weston Wealth Strategies, LLC · 1465 Post Road East, Westport, CT 06880 · (203) 319-9876
Securities offered through Investors Capital Corporation · (800) 462-4610 · Member FINRA / SIPC
Advisory Services offered through Investors Capital Advisory · (800) 949-1422 · 230 Broadway, Lynnfield, MA 01940
Weston Wealth Strategies, LLC is appointed and licensed to sell insurance in AZ, CT, DE, NY, NJ, CA, FL, ME, MA, OH, RI & SC
Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC
Questions or comments about this site? Contact webmaster@westonwealth.com
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$Date: 2008-09-24 13:38:50 -0400 (Wed, 24 Sep 2008) $ - $Revision: 151 $