Our Firm

 

We are a full-service financial firm committed to helping people pursue their financial goals by focusing on preserving and growing capital through a robust active management approach combined with risk management. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions after your complimentary consultation with Fleet Wealth Management Group.

Our services cover all areas of wealth management, from investment and retirement income planning to risk management and estate conservation. Fleet specializes in serving women going through or who has gone through a life transition such as divorce or death. We help our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enable them to meet both short- and long-term objectives. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our website often, as our content is constantly changing. For help with your financial management, or for more information on our services please contact us today.