Holistic Wealth Advisors

At Holistic Wealth Advisors, we understand that every individual's financial journey is unique, and that's why we take a personalized approach to wealth management. Our team of experienced advisors, including an Accredited Investment Fiduciary (AIF), a Certified Financial Planner (CFP), and a Chartered Retirement Planning Counselor (CRPC), is committed to providing customized, ongoing, and all-encompassing financial solutions tailored to your specific needs and goals.

Our Holistic Approach

We believe that your financial well-being is intricately connected to your personal and professional life. That's why we take a holistic approach to financial planning, considering every aspect of your financial situation, from retirement planning to investment management, estate planning, and insurance. Our team will work closely with you to identify your strengths, weaknesses, opportunities, and threats, and create a comprehensive plan that addresses your current and future financial needs.

Comprehensive Services

Our services are designed to help you achieve financial wellness and security. We offer a range of services, including:

• Holistic Wealth Check-Up: A comprehensive review of your financial situation to identify areas of strength and weakness
• Wealth Management: Customized investment strategies to help you achieve your financial goals
• Retirement Planning: Strategies to ensure a secure and fulfilling post-retirement life
• Investment Management: Expert guidance on investment decisions to help you grow your wealth
• Family Wealth Planning: Comprehensive planning for your family's financial well-being
• Estate Planning: Strategies to ensure the smooth transfer of your assets to your loved ones
• Insurance: Protection for your loved ones and your business
• Tax Planning: Strategies to optimize your tax liabilities and minimize your tax burden

Our Independence

As an independent agency, we are not tied to any specific financial institution or product. This means that we can offer you unbiased advice and recommendations that are in your best interests. Our team is committed to providing you with personalized service, tailored to your unique needs and goals.

Meet Our Team

Our team of experienced advisors is dedicated to providing you with exceptional service and expertise. Meet our team of professionals, including Stacy A. Clifford, Lakshmi Nagarajan, Michael McCamy, Sue Ann Donovan, Cynthia Anslow, Taryn Sheehan, Donna Chenette, and Lori Favreau.