Wellesley Investment Partners

Fulham Co. is a private investment firm headquartered in Wellesley, MA, specializing in investing in American manufacturing companies since 1984. With a focus on highly engineered products for commercial and industrial markets, the firm partners with skilled business owners and management teams to enhance and expand its portfolio companies. Having achieved successful investment outcomes through 39 platform investments and various add-on acquisitions, Fulham Co. currently collaborates with ten portfolio companies while actively seeking new investment opportunities. With a proven track record of driving growth and creating value, the firm's dedication to fostering partnerships underscores its commitment to advancing American manufacturing.Generated from the website

Independence Financial Strategies LLC, led by Elizabeth Hafkin Pleck, PhD, CFP, is an independent, fee-only financial planning service that prioritizes personalized client relationships over sales commissions. With over 35 years of experience, Elizabeth specializes in helping clients navigate their financial futures, offering tailored services that range from hourly consultations to comprehensive financial planning. Elizabeth's approach is grounded in understanding each client's unique situation and goals, ensuring they receive the guidance needed to achieve financial independence. Her clientele includes a diverse range of individuals, from young professionals to retirees, many of whom are referred by satisfied clients seeking a trusted advisor who anticipates their needs. Generated from the website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Wellesley, MA area, Joan Donahue will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.