We are independent financial advisors, who take great pride in designing and implementing integrated and unbiased strategies for our clients' financial services needs.  Our complete independence assures that you will receive objective guidance.  Our constant focus on being your fiduciary sets us apart from wealth management advisors who offer seemingly competitive services while they are incentivised to market their employer’s “proprietary” products.

We specialize in structuring tax-advantaged retirement strategies for entrepreneurs, professional corporations and businesses interested in maximizing their key employee’s retirement savings.  We provide our clients with the capability to invest $100,000 or more with the access to world class tactical and strategic money management -- a service typically available only to institutional and high net worth investors.

Unlike “Buy & Hold” strategists, Fleet Wealth Management specializes in utilizing global tactical investment managers.  Our primary objective is to build client wealth by participating in sustained “Bull” markets and avoiding inevitable “Bear” markets.   Our investment management process is based on extensive quantitative and qualitative research and dynamic, tactical portfolio construction that strives to invest in the best performing global securities. Portfolios are realigned each month in an effort to reflect current economic and stock market trends.  In addition to providing access to world class tactical money managers, Fleet Wealth Management has extensive relationships with more traditional fundamental and technical money managers, each specializing in his or her market sector of primary proficiency.  By offering combined asset management with continuing oversight, Fleet delivers a unique strategic investment advantage to our clients.