At Fraga Wealth Management, we're here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework that allows you to pursue financial security during the next phase of your financial life.
We are specialists in providing individuals and their families with a structured and customized financial plan. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers. The criteria provided reflect the most recent year for which advisor received the award.
We are specialists in providing individuals and their families with a structured and customized financial plan. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers. The criteria provided reflect the most recent year for which advisor received the award.
Services
Securing your dreams takes effort and energy, leaving little or no time for wealth management. At Fraga Wealth Management Group, we can help take this responsibility off your shoulders. We are a seasoned team of financial and legal professionals with more than 70 years of collective experience.
In those 60 years, we have experienced various market cycles and have successfully guided our clients during these times, especially during periods of uncertainty.Our goal is to help you maintain your standard of living and to preserve and distribute your wealth for and to your children and grandchildren.
In those 60 years, we have experienced various market cycles and have successfully guided our clients during these times, especially during periods of uncertainty.Our goal is to help you maintain your standard of living and to preserve and distribute your wealth for and to your children and grandchildren.
No matter what your level of wealth, working with your financial professional can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature.
We're proud to announce that Chris Fraga, has been named a 2011 and 2012 FIVE STAR Wealth Manager* for overall client satisfaction. Less than 3 percent of wealth managers in the Boston area and less than 5 percent in the southwest Florida area were named to this prestigious list.
The FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients.The FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.
The FIVE STAR Wealth Manager list contains the wealth managers in a given market who were selected by their firm and peers as satisfying objective eligibility and evaluation criteria associated with providing quality services to clients.The FIVE STAR Wealth Managers do not pay a fee to be included in the research or in the final list of FIVE STAR Wealth Managers.
While we work with a variety of people, there are some common themes to our most meaningful client relationships. The client that Fraga Wealth Management Group best serves. Is a financial delegator desirous of having a long-term relationship with a team of trusted advisors. Enjoys the simplicity, freedom, and peace of mind that comes from having all of his or her financial assets under the watchful eye of a trusted advisor.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of his or her goals and risk tolerance. In today's world, there are common needs and desires people seek to satisfy.
Many people choose to hold insurance to protect their ability to earn and accumulate wealth as well as maintain an emergency fund to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Many people choose to hold insurance to protect their ability to earn and accumulate wealth as well as maintain an emergency fund to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Reviews
Be the first to review Fraga-Gunning Wealth Management.
Write a Review
