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Investment Expertise Built on Research and Relationships

We offer wealth advisory services

In today’s economic environment, it’s important to find a financial advisor committed to helping you make sound decisions for your financial future. 

Let's talk Services

It starts with a warm and open conversation

We're here to help you navigate your financial journey and provide personalized advice that will help you meet your goals.

In a complimentary consultation, we'll discuss:

  • What are your financial problems and goals

  • How we can solve your financial problems

  • How to secure your financial future

  • You deserve a better and worry free future

    When it comes to financial planning, it’s not just business as usual. It’s personal. Our experienced advisors are dedicated to providing you with innovative, value-added financial solutions based on your specific needs and goals.

    Whether it’s saving for college or working toward retirement, you can count on our comprehensive approach and dependable service so you can spend more time enjoying the present and less time worrying about the future.

    Schedule your free 1-on-1 consultation

    Our team will help you figure out how you can secure your future. After the consultation, you will leave with a customized plan that will help you reach your goals.

    Let's talk

    Our Services

    Our company provides multiple services to help your financial situation now and in the future

    Wealth Management

    We provide in-depth and ongoing financial planning services designed to help successful people make smart decisions with their money.

    Retirement Planning

    We develop individualized financial plans designed to provide the sustainable income you will need to enjoy everything you have dreamed about in retirement.

    College Funding

    Your children's college education shouldn't take away from your retirement savings. With our individualized financial plan it won't have to.

    Estate Planning

    We focus on managing investment portfolios with a keen eye on tax-efficiency so that every client can optimize the distribution of their wealth upon transition to their heirs.

    Tax Planning

    Tax management and risk protection can impact your financial picture. We work with you to ensure that nothing is overlooked.

    Investment Advice

    We understand the complexity of asset allocation, asset location, and creating customized and diversified portfolios to generate competitive results while managing risk.

    How it works

    The process is simple so you don't have to worry about anything


    We start with warm and friendly conversation understanding your needs and goals.

    Custom Plan

    We develop a detailed action plan on how to improve your financial situation and secure your financial goals.


    Once developed, your plan can be implemented as soon as possible so that you can see the results.

    Let's talk

    About our company

    Our company is located in Massachusetts and has been operating for over fifty years now. We have helped hundreds of people with their finances and look forward to helping you.

    Contact us today, at no cost or obligation, to start the process of building the financial future you deserve.

    Schedule a meeting

    Ready to take control over your finances starting today?

    Schedule a 1-on-1 meeting with us by filling out the form below and one of our advisors will reach out to you.

    Franklin Wealth Management Group cannot guarantee future financial results. Client experiences may vary and working with Franklin Wealth Management Group is not a guarantee of future financial results.