A personalized approach to managing wealth
Managing your financial life, so you can live yours
Managing your wealth, and how it affects your future, demands dedication, experience and effective communication. It takes a team interested in knowing you to provide a customized plan to help build, monitor and transfer your wealth to future generations.
Our practice is centered on you so that our team can truly understand your needs, objectives and preferences. Only then do we apply our more than 30 years of collective experience to managing your investments and helping preserve your wealth – so you can focus on living your life.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Business Planning
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Investment Strategies
Portfolio Management
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Information & insight
All We Want for New Year's [INFOGRAPHIC]
Checking the List Twice to Make Allocation Nice

- McGovern Financial Management of Raymond James
- 99 Derby Street Suite 305 Hingham, MA 02043
- T: 781.740.7600
- F: 855.540.3725
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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