Our Boston-based teams are dedicated to providing personalized strategies that help clients build long-term financial security.
Flagship Wealth Management – Hingham Office
Founded in 2008 by David McDonough, Flagship Wealth Management operates out of Hingham, MA, with a strong commitment to client education and relationship-based planning. Through Flagship University, we provide the knowledge and tools clients need to make informed financial decisions. Our approach is tailored—not one-size-fits-all—so every client receives a personalized strategy backed by the expertise of a large firm and the attention of a boutique practice.
401k & Qualified Plans – Burlington
Our 401(k) & Qualified Plans Team, led by Tom Elkins, AIF® and Dale Sarpard, specializes in designing and managing customized retirement plans for businesses of all sizes. Supporting Trilogy Financial Advisors nationwide, they provide strategic solutions to help businesses and individuals maximize their retirement opportunities and achieve long-term financial success.
Learn more and meet the full 401k & Qualified Plans team
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
