Flagship Capital Management

Our Story

At Flagship Capital Management, we pride ourselves on being an independent wealth management firm that is dedicated to providing exceptional financial services to our clients. Since our inception in 1990, we have remained committed to our core values of integrity, transparency, and professionalism. Our team of experienced investment professionals is dedicated to helping our clients achieve their long-term financial goals, whether it's preserving wealth, growing assets, or achieving a balanced approach to investing.

Our Team

Our team of experts is led by Thomas A. Goldsmith Jr., President and Founder of Flagship Capital Management. With over 40 years of investment industry experience, Tom has built a reputation for providing personalized investment advice and portfolio management to individuals, corporations, municipalities, and foundations. He is joined by Vice Presidents Brian Howles and T. Patrick Goldsmith, CFA, who bring their own wealth of experience and expertise to the firm.

Our Philosophy

At Flagship Capital Management, we believe that every client deserves a personalized investment approach that is tailored to their unique financial objectives and risk tolerance. We achieve this by combining a diverse range of high-quality, primarily blue-chip stocks with government and investment-grade corporate bonds of varying maturities. Our investment process is designed to provide superior returns while minimizing risk, and we take a long-term approach to investing, with a focus on capital appreciation and current income.

Our Services

Our services are designed to provide our clients with a comprehensive range of financial services, including:

• Investment management and portfolio management
• Financial planning and wealth management
• Retirement plan services, including 401(K) plan management
• Investment consulting and advisory services
• Regular portfolio reviews and rebalancing

Our Commitment to Client Satisfaction

At Flagship Capital Management, we are committed to providing exceptional service to our clients. We achieve this by:

• Providing regular portfolio updates and performance reports
• Conducting regular personal meetings to discuss investment performance and goals
• Offering customized investment solutions to meet our clients' unique financial objectives
• Continuously monitoring and rebalancing portfolios to optimize performance and minimize risk

Our Commitment to Privacy

At Flagship Capital Management, we understand the importance of protecting our clients' personal and financial information. We are committed to maintaining the confidentiality and security of our clients' nonpublic personal information, and we adhere to the highest standards of data protection and privacy.