For those with philanthropic intent, funding a private foundation with their concentrated stock positions may be worth considering, as this can provide benefits both to the shareholder and to charity. Read More
Freedom Trail Financial
Associate Industry Business & Financial ConsultingBoston, MA
Freedom Trail Financial is an independent wealth management firm based in Boston’s Back Bay. Being a hub-advisory, boutique financial planning practice and as a result of our extensive involvement in the life sciences sector, Freedom Trail Financial has an in-depth knowledge of the changing financial landscape that generates unique financial planning needs for individuals and companies in the life sciences industry.
We work with life sciences professionals to develop comprehensive and customized financial planning, investment management, and compensation strategies that are tailored to help them achieve their professional, financial, and personal goals. As an independent wealth management firm, we are able to provide a wide range of bespoke investment options for each individual situation and we hold our fiduciary duty to place our clients’ needs at the forefront of our work.
Freedom Trail Financial offers customized Financial Wellness Programs that can help attract and retain valued employees, while also maintaining a productive workforce.
Our programs provide financial education and financial planning services via group seminars or one-on-one meetings. Each Financial Wellness program is customized to teach employees how to maximize their company’s unique benefits package and reduce financial stress.
Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Freedom Trail Financial, LLC are separate and unrelated to Commonwealth. Freedom Trail Financial, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. This content is provided for general informational purposes only and should not be construed as individual advice. Freedom Trail Financial 376 Boylston Street Suite 502 Boston, MA 02116 (617) 247-1112