OUR STORY, YOUR SUCCESS
Gaughan Wealth Management's story was built one client at a time. Our journey began in 1998 with two major decisions. The 1st decision was clear - to start a client-centered independent wealth management firm. The 2nd decision was even clearer - to partner with Commonwealth Financial Network. Commonwealth has been essential to providing our clients with the preeminent financial services in the industry. At the time, Commonwealth was a small, little-known broker/dealer in Waltham, Massachusetts. Twenty-plus years later, we are proud to remain affiliated with Commonwealth, now the nation's largest privately held Registered Investment Adviser–independent broker/dealer in the U.S. managing more than $100 billion in assets. In an industry that is constantly changing, our culture of independence, quality, and community remains steady.
DIFFERENT BY DESIGN
We are not your typical firm, we do much more than manage money. We do what we love, with clients who share our values. We like it that way and we think you will too. We look at your financial journey in three distinct phases - wealth accumulation, retirement (financial freedom), and family legacy (generational wealth). Each phase has its own unique challenges and opportunities. Many clients and advisors focus primarily on wealth accumulation. While this is important, we believe phases two and three are equally important and offer significant planning opportunities. Wherever you are on your journey, our experience and expertise will help you grow your wealth, keep your wealth, minimize taxes, and enhance the quality of life for you and your family.
YOUR SUCCESS MATTERS TO US
Please explore these pages to learn more about us and hear some real-life stories about how we work with our clients. We look forward to hearing your unique story.
Family Wealth Management
Business Wealth Management
Police, Fire & Military Retirees