Wealth Accumulation and Management

Flagship Wealth Advisors, LLC 1-800-631-9997

 

Welcome to Flagship Wealth Advisors, LLC, a financial planning and wealth management firm headquartered just north of Boston, Massachusetts. Since 1997, founder Paul V. Ryan, Jr., CFP®, and associates have guided clients through changing economic times, charting a financial course together to help achieve their life goals and dreams.

 

Our certified financial planner and wealth management services include Investment Counseling, Retirement Planning, Estate Planning, Tax Analysis, Asset Protection Planning, Charitable Giving Strategies, College Funding, Wealth Management, and Financial Planning. We believe investments are a means to achieving what you seek in life. We strive to help you live well today and plan for a bright future, for yourself and your family. (See Our Services for more.)

Please see our latest marketing efforts in Kiplinger's and Forbes magazines:

"Clients appreciate that we look at the big picture. We include their parents and children in the conversation. We work with their tax accountants and attorneys. Investments are a means to an end, the end being our clients' lifestyle and financial peace of mind. That's comforting to them.” --Paul V. Ryan, Jr.CFP®, in Kiplingers magazine.

Flagship Wealth Advisors, LLC was among "New England Financial Leaders"which we recently featured in Forbes* magazine. Click Here for a copy.

"Our clients value how we tailor their current investments with the investments we suggest, based on their needs." --Paul V. Ryan, Jr.CFP®, in Forbes magazine.

For a free, no obligation consultation, please contact us by email or phone at 1-800-631-9997. Or submit the form on the Contact Us page. We look forward to hearing from you. Thank you for considering Flagship Wealth Advisors, LLC for strategic financial planning and wealth management.

 

Paul V. Ryan, Jr. CFP® is also separately registered as an investment adviser representative under Flagship Wealth Advisors, LLC, a registered investment advisor, offering advisory services in the states of AZ, CT, FL, LA, MA, NJ and NY. As such, these services are strictly intended for individuals residing in AZ, CT, FL, LA, MA, NJ and NY. Advisory services offered through Royal Alliance Associates, Inc., a Registered Investment Advisor.

 

Paul V. Ryan, Jr. CFP® is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KA, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY and DC. No offers may be made or accepted from any residents outside the specific states referenced.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.