Clients First Financial

Anchor Wealth Management is a distinguished financial advisory team affiliated with UBS Financial Services, committed to helping clients achieve their long-term financial goals through personalized wealth management strategies. Led by seasoned professionals, including CERTIFIED FINANCIAL PLANNER™ practitioners, the team prioritizes client relationships by listening to their unique aspirations and tailoring investment plans accordingly. With a combined experience of over four decades, the team works closely with high-net-worth individuals, business owners, and families, providing expertise in investment planning, corporate retirement benefits, and succession planning. Anchor Wealth Management is dedicated to a comprehensive approach to financial security, ensuring clients feel confident as they navigate their financial journeys. Generated from the website

At Feenan Financial Group, we help our clients make prudent, confident decisions in the pursuit of true financial independence and a sound financial lifestyle throughout every stage of their lives. We offer comprehensive financial planning, wealth management, and tax planning services to discerning individuals, families, and small business owners throughout Greater Boston, New England, and nation wide. Through our holistic planning process, we develop personalized strategies based on our clients' individual needs and goals. We serve as our clients’ personal "CFO," adviser, coach and partner in the pursuit of their individual financial goals.