Work With Us

Discover how Lignum Wealth Management can help you #PlanToAchieve long-term financial stability that will grow with you. Our partners are interested in understanding Your priorities, Your goals, and Your life’s pursuits to help make Your retirement a reality. Let us know what you would like to accomplish, and we can tell you how Lignum Wealth Management can help you #PlanToAchieve.

Retirement Income Planning?

Creating retirement accumulation strategies
Establishing retirement access and withdrawal approaches
Ensuring retirement lifestyles

Asset Management?

Reduce overall investment risk
Create more reliable investment forecasts
Improve the risk/return tradeoff of your portfolio

Financial Consultations?

Business Planning
Estate Planning
Long-Term Care
Risk Management
Taxation

Please contact us with any questions or to set up a complimentary initial consultation:

E-Mail:
[email protected]

Telephone:
(781) 334-8100

Fax:
(781) 909-2180

Office Location:
500 Edgewater Drive
511A
Wakefield, MA 01880

Directions to our office
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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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