Individual Services

Individual Investment Advisory
& Comprehensive Wealth Management

 

"Good fortune is what happens when opportunity meets with planning." - Thomas Edison

Boston
Mayflower Advisors, LLC
265 Franklin Street, 4th Floor
Boston, MA 02110

Phone 617-259-1767
Toll-free 866-688-0180
Fax 617-259-1768

 

Westborough
Mayflower Advisors, LLC
287 Turnpike Road, Suite 250
Westborough, MA 01581

Phone 508-948-4050
Toll-free 877-454-1620
Fax 508-898-1900

 

The Mayflower Process

The Mayflower Wealth Advantage is a step-by-step comprehensive management plan that delivers CLARITY, CONFIDENCE, and STRUCTURE by charting a reassuring course to your financial destination. Through our detailed financial life planning process, we account for all of your needs to create the personalized map that will guide your journey.

Our disciplined planning process combines goal-based advice with sophisticated financial calculations to create an effective, easy-to-understand method for you to prioritize important life goals without undue financial sacrifice or overexposure to risk. This process begins with defining and prioritizing your goals and understanding your financial concerns.

Be sure to download our Wealth Management Services brochure today.

 

Strategic & Consultative Approach

We believe investors should have a choice in selecting the approach for managing their investments. We customize accounts based on each client's unique objectives.

The Mayflower Total Portfolio Management System, our innovative portfolio analytics platform utilizes one of the most customized risk management engines available, tracking different forward-looking metrics and evaluating them against market scenarios to test each portfolio.

 

Wealth Strategies Include:

  • Investment Planning & Advisory Services
  • Multi-generational Wealth Management
  • Risk Management
  • Philanthropic Planning
  • Executive Compensation & Business Succession

 

 

 

 

* Mayflower Advisors, LLC and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences. Trust services are offered through Wachovia Bank, National Association, a national banking association (chartered by the Office of the Comptroller of the Currency) and a wholly owned subsidiary of Wachovia Corporation.
** Insurance products are offered through non-bank insurance agency affiliates of Wachovia and are underwritten by unaffiliated insurance companies.