Welcome to Our Boston Offices

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.

Meet Our Flagship Team

 

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 

 

 

 

 

Our Northeast financial professionals are here to serve you.

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