About Us

Home / About Us

We believe that by taking care of the little things for our clients and staying focused on the task at hand will lead to our next introduction, and ultimately our next client.

Flagship was founded in 2010 as an alternative to the wirehouse & insurance companies. Our experience is some companies believed that clients were there to serve them, and not the other way around. Choosing to use LPL Financial, one of the nation’s largest independent broker/dealers, we are proud to be able to offer truly independent advice, as LPL Financial does not have ANY proprietary products available.

Our goal is simple – to provide you an extraordinary customer experience that removes the stress and strain of your finances from your day to day lives.  We aim to set realistic expectations, minimize your costs, and establish a plan that addresses YOUR goals! That is what Flagship Wealth Management Group is all about.

Guided Wealth Portfolios

Start Investing for Your Future Today

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology.

Midyear Outlook 2017 | A Shift In Market Control

Our Capabilities

Sign Up to Receive Our Newsletter