At Finn & Meehan Wealth Management, LLC, we strive to deliver a truly personal planning experience. We believe that effective wealth management encourages clarity, not confusion. By simplifying the complexities often associated with financial planning, we inspire clients to pursue their most valued goals.
In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most. Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.
In working towards their financial and lifetime objectives, our clients can achieve renewed confidence. With this newfound confidence in their financial strategies, they can address their concerns about their financial future and return their focus to the things they enjoy most. Through all chapters of life, we strive to provide the financial guidance needed to seek your enhanced quality of life.
Services
Life is change, but financial planning thrives on preparation. Uniting decades of individual experience, John Finn and Sharon Meehan combined their expertise to deliver a truly personal investing experience. In founding Finn & Meehan Wealth Management, they sought to provide answers to clients' most pressing questions: Do I have enough?
Since 1986, John has helped people plan for their retirement goals. After spending eleven years developing his practice at Connecticut Mutual Life Insurance Company, he later built a financial services operation at Braman. As Partner at the firm, Sharon prides herself on nurturing a client list that includes several long term multi-generational relationships.
Independence is everything. Free from the constraints of outside interests, Finn & Meehan Wealth Management operates exclusively on your behalf. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own. Integrity empowers us to provide truly objective advice and build strategies that plan for your success.
Successful wealth management combines wise investment choices with intelligent tax strategies. Modern investors require a comprehensive approach to their wealth management, estate, tax, and insurance needs. As your strategic partner, we seek to integrate these complex elements into a cohesive plan that gives you the power to meet your financial objectives.
While engaging in our rapidly-changing industry, we aim to separate ourselves from other firms by adhering to our disciplined and personalized planning process. At Finn & Meehan Wealth Management, we are problem solvers, strategists, and devoted advocates of your continued success. Successful planning starts with trust.
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