Live Life Beyond the Numbers
With financial guidance that’s on point and purposeful.
Touchpoint Financial Advisor Group | Wealth Management | Woburn MA
Relationships Matter
We believe we're different than other financial firms that feel their role is solely about the numbers.
In our opinion, many other firms only know the balance of your account or the annualized rate of return. At Touchpoint Financial Advisor Group, we invest the time to understand what motivates you and gain a strong sense of your goals and dreams. We get to know you because, to us, you’re more than a number.
It’s About Dreams – Not Digits
Yes, managing your finances involves understanding the numbers – and we are all proficient in that discipline. But we know it also takes skilled guidance to motivate you to push through when life throws financial challenges your way.
We Champion Your Goals
Let’s build a plan around your full financial picture designed to help pursue multiple goals, grow your wealth, and take care of the people who matter most to you.
Retirement Planning
Draw on our extensive experience to create a clear, actionable roadmap for planning your retirement.
Investment Management
Whatever your objectives, we can help design an investment strategy tailored to your specific situation.
Estate Planning
Synchronize the complexities of family wealth management to plan for the near term as well as generations to come.
Caring Coaches by Your Side
At Touchpoint Financial Advisor Group, we are all teachers at heart, and we love coaching our clients. That’s an area where we truly bring value to our client relationships.
Our Touchpoint Name Reflects Our Passion
Forming genuine connections with our clients and supporting them through all major life events is our ethos. Whether it’s making a career move, planning for retirement, simplifying your tax liabilities, or finding the best way to leave a legacy for loved ones, our frequent points of interaction help keep you on track toward your goals.
