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.
Portfolio Manager/Chief Investment Officer
Certified Divorce Financial Analyst