Social Security
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension.
Suddenly Single
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement Strategies for Women
Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they accumulate less income and benefits due to their time absent from the workforce.
Financial Independence For Every Woman!
Let's face it: many women today have no knowledge or skillsets to be financially independent. And it is especially true if you are going through a life-changing event like divorce, death of a spouse, or retirement. You might be anxious and often make financial decisions while in emotional distress. Solution?
You need a trusted partner who will guide you through your journey. At Fleet Wealth Management, our mission is to help women going through a life transition avoid costly mistakes, secure their financial future, and sleep well at night.
Our Services
Focused on You
Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.
Designed for You
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.