Flagship Capital Management is an independent wealth management firm that utilizes a team approach to provide understandable, prudent and unbiased financial solutions that foster lasting client relationships. Located just outside Philadelphia, in Media, Pa., Flagship serves individuals, corporations, municipalities and foundations.
We also provide investment advisory and consulting services to 401(K) plan sponsors and participants. Our clients entrust the day-to-day management of their investment portfolios to our team of experienced investment professionals. Adjustments are made to minimize risk while allowing clients to participate in the rewards that a well-constructed investment portfolio can provide.
We also provide investment advisory and consulting services to 401(K) plan sponsors and participants. Our clients entrust the day-to-day management of their investment portfolios to our team of experienced investment professionals. Adjustments are made to minimize risk while allowing clients to participate in the rewards that a well-constructed investment portfolio can provide.
Services
Tom founded Flagship Capital Management in 1990 and brings over 30 years of investment industry experience to the firm. He graduated from St. Joseph's University, in Philadelphia, in 1976 with a B.S. in Accounting and earned an MBA from St. Joseph's in 1980.
Tom serves on the boards of several private corporations and charitable organizations, including Nutritional Development Services of the Archdiocese of Philadelphia and the Riddle Memorial Hospital Foundation.Kathy has spent more than 25 years in the financial services industry and is the director of operations and administration for the firm.
Tom serves on the boards of several private corporations and charitable organizations, including Nutritional Development Services of the Archdiocese of Philadelphia and the Riddle Memorial Hospital Foundation.Kathy has spent more than 25 years in the financial services industry and is the director of operations and administration for the firm.
At Flagship Capital Management, we feel a strong sense of stewardship for our clients' financial well-being, and we recognize the importance of clients achieving their financial objectives. By blending high-quality, primarily blue chip stocks with government and investment-grade corporate bonds of varying maturities, Flagship constructs investment portfolios tailored to satisfy the goals and risk tolerance of each client.
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