Combining: Emotional + Analytical = Redefined Wealth Management Experience

Welcome to Flagship Wealth Management Group!

We are a personal wealth planning firm dedicated to helping our clients manage their goals in a completely new way. We have a deep understanding of wealth management, based both on experience (over 15 years of practice), and holding several advanced degrees, including a Master of Investment Management & Financial Analysis (MIMFA) and a Masters of Business Administration (M.B.A.) with a specialization and graduate certificate in Behavioral Finance & Financial Psychology. With the distinctive combination of these two specialties, we can provide clients with a combined deep-level analytical dive into investments with the emerging and innovative fields of behavioral finance and financial psychology.  By merging these two areas, we are able to assist clients’ in understanding more about their beliefs about money, saving, and investing, and provide them the necessary tools to help them remove their roadblocks and work toward their financial goals.

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