1 Cabot Road,
We are True Wealth Advisor Group; a financial firm created in 2022 by Jon and Maggie Green, with the ever-present help of friend and mentor, Thomas Fisher. With combined experience working in all facets of personal and business financial planning, and as advisors for more than 20 years, our practice was created based on easing the fears and anxieties of clients.
Our goal is to do this by working together to create a comprehensive and total financial, estate, income & cash flow plan. We understand the needs of our clientele vary greatly from one client to the next; there is no singular plan for all. This is why the individual relationships we form with clients is at the forefront of everything we do. Our process allows those who work with us to understand that, at any point, the current markets, good or bad, are merely a snapshot in time. If the plan is sound, it can survive various circumstances. A common phrase heard in our office is "honor the process". From there, we believe all things are possible!
We know you are all individuals; from basic financial planning to special needs planning, every piece of advice we give is unique to you. The first and most important step in our thorough and inclusive approach to putting together a plan is getting to know each other. We dive deep, learning about families, personalities & assessing the individual and multigenerational dynamics within. From there we form and communicate all options concerning risk management, income planning and estate planning. Additionally, we assist in mitigating any financial challenges that arise, pertaining to funding higher education, changes in family dynamics and adding employee retention strategies. Should you need supplemental resources, we have professional relationships with a long list of qualified and experienced individuals in the fields of money lenders, tax attorneys, CPAs and real estate agents.
The phrase “Management Beyond Money” is what sets us apart from other financial services firms. We realize that its not just about your money; it’s about the goal assigned to that money and implementing it into your overall plan. Simply put, money needs direction. We don’t subscribe to preconceived notions; we believe there are no bad products or services, just poorly executed strategies. Your success with True Wealth Advisor Group is understanding that the right plan can bring you financial confidence and ultimately, true wealth.