Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, I’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional investment solutions and more sophisticated investment alternatives. We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Your goals become ours

Kingsdale Wealth Management Partners Team Image

When was the last time you tried something for the first time and got it right?

Don Connolly, Massachusetts Financial Services

Retirees

06/10/2018

Nurturing wealth so you can live a longer, better life.

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Business Owners

06/10/2018

Unique solutions for business owners and entrepreneurs.

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Women Investors

06/10/2018

Understanding the challenges women face and how to help.

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Corporate Retirement Plans

06/08/2018

Helping you establish and oversee a variety of plans

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Families & Individuals

06/08/2018

A pragmatic approach to wealth management

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Data Dumpster Diving

05/29/2020

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Weekly Investment Strategy

05/29/2020

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Weekly Market Snapshot

05/29/2020

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

Weekly Market Guide

05/29/2020

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.

Markets & Investing

Over Time, Markets Have Proved Positive and Resilient

05/28/2020

When markets react, consider a broader historical perspective before changing your financial course.

Markets & Investing

Loved Ones, Legacies and Life Insurance

05/27/2020

For some estate planning and financial goals, life insurance may be just the solution.

Family & Life Events // Estate & Giving

Should You “Sell in May and Go Away”? In Short, No, Says CIO

05/26/2020

Rather than trying to time the markets this summer, “you should remain consistent to your long-term, personalized asset allocation strategy,” says CIO Larry Adam.

Markets & Investing

Current State of the Bond Market

05/26/2020

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing