Skip to main content

Constellation Financial logo

  • Home
  • About 
    • Our Team
    • Our Philosophy
    • Our Process
  • Our Services 
    • Retirement Planning
    • Asset Allocation
    • Business Succession Planning
    • Charitable Giving
    • Estate Planning
    • U.S. Government Securities
  • Resources 
    • Useful Websites
    • Financial Calculators
    • Video Library
  • Contact

    You are here

  1. Home
  2. About
  3. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.

About

  • Our Team
  • Our Philosophy
  • Our Process

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 978-549-6491
Fax: 978-635-9862

Email: stephen@cfwms.com

179 Great Rd Suite 210, Acton, MA 01720

Get Directions

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC

Investment advisory services offered through 1st Global Advisors, Inc.

We currently have individuals licensed to offer securities in the states of MA, ME, NH, FL and NY. This is not an offer to sell securities in any other state or jurisdiction.

© 2019 Constellation Finanical & Wealth Management Services. All rights reserved.

Website Design For Financial Services Professionals