ABOUT US
Building Wealth, One Generation at a Time
OUR MISSION
Managed Wealth Strategies, LLC is dedicated to helping our clients build their wealth and create greater financial confidence.
Serving Clients Throughout the Entire Northeast for 30+ Years
We have been providing professional advice in the executive benefit and personal planning market to clients in Northborough, Boston, MA, and all throughout the Northeast for more than 30 years. We specialize in providing uncommon knowledge using a unique process that begins with carefully listening to our clients’ dreams, goals and financial concerns.
With a wide range of strategies and service offerings, we can personalize a plan that benefits your short-term and long-term goals. Whether you're interested in life insurance, retirement annuities or wealth management advice from our investment advisors, we are ready to help you.
Contact our office today to learn more about our team and to schedule an appointment! We look forward to meeting with you!
Our Target Market Objectives
- Serving upstanding, open-minded, individuals who desire to live impactful lives
- Helping closely-held businesses to efficiently create and improve employee insurance and retirement benefits
- Serving high-net-worth individuals in the areas of wealth preservation, growth and efficient transfer
Our office building in Northborough, MA circa 1854 and today. The building was originally the Northborough Bank. (In the older photo, three bank officers pose in front of the building.) Click to enlarge.
