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Delicate Fabric

Individuals and Families

You’re financial future is about more than a one-size-fits-all solution.

At Guinan Wealth Management, we believe in a tailored approach to money that supports you and your family.

 

Like a winning team, your financial well-being benefits from diverse expertise. Our compassionate professionals offer valuable insights, proactive guidance, and customized solutions to navigate your ever-changing financial landscape. 

 

We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.

 

We offer a wide range of services including:

Financial Planning

Income Protection Strategies

Tax Reduction Strategies

Retirement Planning

Tailored Investment Strategies

Wealth Transfer

Business Succession Planning

Executive Compensation Strategies

 

Guinan Wealth Management

61 E. Main St., Suite 3, Norton, MA 02766 | P.O. Box 2122, E. Falmouth, MA 02536

Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Guinan Wealth Management, and along with investment advisor representative, Matt Donovan.

 

Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA , and its individual partners are separate entities from Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

Click here for copies of the firm’s ADVCRS, and solicitor disclosure statement.

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