Strength in Collaboration
Our team came together because, separately, we were each looking for a collaborative partnership with other advisors we could trust and lean on for support. We each had different backgrounds, but we found our way together to form Wells Financial Partners and we are so grateful that we did.
Our History
Our relationship has roots dating back to 1994.
In the early 2000s, some of us sought a new relationship where we could have true independence. This led us to Commonwealth Financial Network®, which provides solutions and support to a nationwide network of independent financial advisors.
Today, we help clients in the greater Boston area and across the country prepare for their financial future.
Our Mission
Our mission is to create lasting relationships built on integrity and a passion for helping you pursue your goals.
Our philosophy is grounded in an unwavering commitment to helping safeguard the things that matter most to you. We demonstrate this by adhering to time-honored investment principles, a research-driven process, and a highly personalized approach-all strengthened by the values we share in common with you.
Our Philosophy
We bring you our shared knowledge.
Our team of advisors collaborates and shares ideas, insights, and strategies. This approach means you get our combined knowledge and experience to help address the financial decisions you face at every stage of your life.
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We're happy to be introduced to family and friends who share your needs. Please provide the email address of anyone you believe would benefit from our knowledge, experience, and approach. We’ll reach out to determine how we can help them pursue their goals.
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