Mayflower Advisors LLC

Integrated Financial Partners is a fee-only financial planning firm located in Worcester, MA. We help clients of all ages and stages of life achieve their financial goals through comprehensive financial planning, investment management, and education. We believe that financial planning is about more than just numbers. It's about understanding your goals and dreams, and creating a plan to help you achieve them. We take the time to get to know you and your family, so that we can create a personalized plan that is right for you.

Welcome to Cabot Wealth Management. We have been preserving and building wealth since 1983. Our private wealth management firm operates on three core principles: We work for you. We educate you about solutions, not products. We are fiduciaries, keeping only your best interests in mind. They may seem simple, but these principles guide our every move. If market volatility suggests anything, it is that you need a trusted advisor who sits on the same side of the table as you.

There are many aspects of your financial picture that must be aligned to achieve your desired level of success. At Finer Wealth Management, we call this your Circle of Gold™. We help you to understand your Circle of Gold™ by gathering facts and setting your goals in order to create your personalized, integrated investment and financial plan. Based on your information, this process may include a discussion of allocation and possible re-allocation. From then on, we work with you every step of the way, making any necessary adjustments to secure your financial future. Finer Wealth Management also provides a quarterly portfolio review to ensure that your Circle of Gold™ receives the best possible results each and every time.