Expert guidance — superior service
Expert guidance — superior service and solutions.
Helping you grow and protect your wealth.
An Independent Foundation
We take our independence and our role as fiduciaries to heart: we act only in the best interest of our clients, with a deep commitment to their goals.
FSA Wealth Management’s managing partners, Simon Heslop and Gavin Morrissey, provide comprehensive financial planning and customized wealth management. FSA Wealth Management follows a fee-only fiduciary approach to providing independent and conflict free advice. As a Registered Investment Advisor offering fee-only services, FSA Wealth Management offers no commissioned products or services, and provides access to the broad universe of investments and custom solutions available.
A History of Excellence
FSA Wealth Management is known for its independence, objectivity, and results. Throughout the firm’s history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients.
FSA Charitable Fund
FSA Wealth Management founded a charitable giving fund in 2017 to serve as the foundation for our broader philanthropic goals. We believe that philanthropy is a central tenant of our mission, and the FSA Charitable Fund affords us the ability to help nonprofit organizations that inspire the charitable intentions of our associates and clients. Since the fund’s inception in January of 2017, grants have been made to over 30 different nonprofit organizations that our friends and clients choose to support. We look forward to seeing that number grow over time.
Personal values (honesty, trust, and confidentiality) form the basis of our partnership. These are enhanced by the equally strong professional values of experience, quality, and performance — all focused firmly upon our role as fiduciaries.
A key part of communication is listening. As we’re getting to know you, we make a point to listen, ensuring that we hear and understand your needs. We work to clarify topics relevant to a client’s financial life and act as an ongoing resource for information that enhances financial well-being. As changes take place in the financial markets and legislative landscape, we communicate with our clients to keep them informed and assured of our vigilance.
We consider our work with our clients as a partnership. We work with clients to develop the strategy to pursue their unique vision of financial success, and we put our range of expertise to work for them in executing that strategy. Clients stay informed throughout the process, and we welcome their ongoing engagement in that process.
The pursuit of financial success is an inherently long-term proposition; we endeavor to build a strong relationship with our clients to make the journey as enjoyable as possible. Through our ongoing review meetings and timely communication, we will build the foundation for a great relationship. We strive to be a partner in our clients’ financial lives as we help them realize their goals.
Copyright © 2017 | Financial Strategy Associates 144 Gould Street, Suite 120, Needham, MA 02494 |
Investment advisory services offered through FSA Wealth Management, a Registered Investment Adviser.
View our Client Relationship Summary.