Investing wisely to live comfortably
For over 18 years, our firm has worked with our clients to create wealth strategies that have allowed our clients to achieve their goals.
Those goals include among others, protecting and growing their wealth, providing income to maintain their lifestyles during retirement years, putting structures in place to efficiently pass on wealth to the next generation or to achieve philanthropic goals.
Wealth Management
Fernwood is an SEC registered investment advisor providing wealth management services and personalized advice for individuals and families. We create a custom investment portfolio for each client that meets their unique needs.
Financial Planning
At Fernwood, we create a long-term plan that considers all aspects of your financial life. We carefully review your financial situation and then recommend appropriate strategies that are consistent with your goals in life.
Family Office Services
We offer multidisciplinary professional services that include investment advice, tax preparation, financial planning, business transitions, and compliance all under one roof.