Effective Game Plan


Advice in Common Language


Straightforward Fees

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You deserve to understand what’s happening with your money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At Lund Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Lund Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.

1. Schedule an appointment

2. Meet with us for a custom listening session

3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our advisors analyze and evaluate your investments holistically to help make sure your asset allocation* is consistent with your goals, time horizon, and your personal risk tolerance and is specific to each account type you have. Learn more

Risk Management

Our advisors review all of your insurance coverage and liability gaps with our insurance experts to help mitigate any unnecessary risks in your wealth plan. Learn more

Tax Planning

Our advisors review your situation with our tax specialists to help you mitigate any unnecessary taxes and gain the most tax efficiency possible with your savings and investment strategies, retirement income planning and charitable giving. Learn more

Wealth Planning

Our Wealth Management team is comprised of a team of experienced financial professionals who work diligently to understand your core values and goals in life. Learn more

Estate Planning

Our advisors can help you formalize your wishes, review your situation and work with our estate planning experts to create an estate planning game plan for the most efficient transfer of your wealth.  Learn more

Connect with an Advisor

Please provide your name and email and we will have an advisor contact you.

First Name*

Last Name*

Email*

Phone Number*


Personalized Wealth Management

Lund Wealth Management’s mission is to help our clients achieve all the things that are important to them in life. We are a wealth management firm based in Plainville, Massachusetts serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Lund Wealth Management help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Partners

Carson Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Lund Wealth Management is headquartered in Plainville, MA. Contact us today to speak with a wealth advisor or financial professional near you.

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Insights

Lund Wealth Management’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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