We serve women going through a life transition - divorce, death of a spouse, retirement, or career change. As a result, they avoid costly mistakes, secure their financial future, and sleep well at night.
Fleet covers all areas of wealth management, from investment and retirement income planning to risk management and estate conservation. We help our clients develop a comprehensive strategy to meet their unique needs and objectives.
Fleet Wealth is a team supporting one another with a drive to succeed. We share an entrepreneurial spirit and a client-first, planning-based approach.
Portfolio Manager/Chief Investment Officer
Certified Divorce Financial Analyst