Freedom Trail Financial is proud to be an independent, boutique wealth management firm that serves the specialized needs of biopharma and life sciences professionals, women executives, individuals, and families across the Boston metro area.
Take Advantage of
Our Approach
We believe that financial independence has a different meaning for every individual. By embracing your unique personal values, we can customize our comprehensive financial planning advice. Building on this strong foundation, we create the most suitable investment management recommendations based on proven methodology involving strategic and tactical asset allocations. The genuine relationship we establish with you allows us to educate you and provide strategic solutions to your financial needs.
You Get a Disciplined Philosophy
Our investment philosophy involves the following:
