David Serpa's Contact Details

David Serpa's Company Details

Pension & Wealth Management Advisors

Waltham, MA, US • 20 - 49 Employees
Financial Services

o Full service wealth management advisory through a client-focused consultative approach.o Advice and services delivered in an environment of high fiduciary standards and transparency.o Innovative planning and advice process, which concentrates on wealth accumulation and distribution.o Investing with consideration of global macro-economic themes.o Team based approach with seasoned investment management and planning professionals. o Serving over 100 families and businesses in the Boston area and across the country for over twenty-five years.Services ProvidedComprehensive Financial Planning Risk Management Long-Term CareInvestment Management Wealth Forecasting Elder Care Estate Planning Managing Trusts Retirement Planned & Charitable Giving Pre & Post Marital Planning 529 PlansInter-generational Planning Alternative Investments Income Strategies Employee Stock Option Analysis Business Valuation Provider NetworkUpdating Tax Law Changes 401K/Pension/Endowment Client Events Custody & Access o We are a multi-custodian platform, which means that we can work with your investment accounts at Fidelity Investments, Charles Schwab, Vanguard and others. o Our clients have state of the art customized performance reporting that is available on-line and mobile access. o We do not have any brokerage affiliation and are purely a fee based financial planning firm.