Gb Financial Group

Lightship Wealth Strategies, Inc. is an independent, multigenerational team of financial advocates based in Newton Lower Falls, MA. With a focus on customized financial planning and investment management services, they provide consistency, comfort, and confidence to individuals and families at every stage of life. Their objective advice and timely action ensure that all important financial needs are met. Lightship Wealth Strategies helps clients navigate through various life transitions, including retirement, individuals in transition, first-time families, and young professionals. Their team of experienced financial advisors has been recognized for their expertise, including being named among the Financial Times 400 Top Financial Advisers in 2016 and Forbes Best In State Wealth Advisors in 2023. With the Accredited Investment Fiduciary (AIF) professional designation, their advisors are committed to providing trusted guidance and acting in the best interest of their clients.Generated from the website

Regardless of the level of wealth, my team and I have always believed that people can live a better life if their finances are properly managed and well-understood. This inspired me to pursue a career in financial services and to build a firm that helps people live a life focused on what is truly important.

GB Financial is a Wellesley-based financial firm that prioritizes people and their financial well-being. With a close-knit team of partners, including co-founders Gwen K. Baker and Bracknell E. Baker, as well as managing partner Caleb S. Baker, the company offers comprehensive financial analysis, education, structuring, implementation, and management services. Their commitment to preservation is evident in their solutions, which leverage life insurance as a guaranteed tax-free asset that ensures the preservation of clients' wealth, plans, and philosophy for future generations. Driven by their ethos of education, GB Financial differentiates itself through its extensive technical expertise and successful implementation of financial strategies. Their thought process is supported by case studies and industry-leading research, as showcased in their white papers. With a focus on preservation, GB Financial is dedicated to providing clients with solutions that secure their financial future and enable them to leave a lasting legacy.Generated from the website