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Creating
Financial Confidence

Let’s take the first step together and help you establish a plan. 

Your Plan Your Money

We customize retirement planning strategies to manage your money and ensure your assets are preserved and working for you. As an independent financial services firm with 20-plus years in the industry, we take a holistic approach with our “Financial Confidence Plan,” which focuses on creating income, minimizing tax and financial risk, cost effective healthcare solutions and legacy planning.

Managing Risk

How much risk do you want?

Bank Money

Safe and liquid – this is money that is easily accessible used for bills and short term needs

Personal Pension

This is money that must protect your principal and guarantee income, such as insured bonds and fixed annuities

Growth With Risk

These are investments with risk, such as mutual funds, stocks, variable annuities, index funds, IRAs and 401Ks

Five steps to success

Our 5 Step Plan

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01

learning about all your legal issues

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02

Pair you up with the Perfect Attorney

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03

Fight For You
in Court

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At Mass Wealth Management,
we help you Create Financial Confidence

You Deserve One Of Our Best Lawyers

with 35 years of law experience

Learn All About Our Attorneys

Meet The Partners

Brian Lewis

Founding Partner

Chas R. Walker

Partner

Christy Mullen

Partner

Five steps to success

Our 5 Step Plan

1
Vision
What are your goals? What is your risk tolerance?
2
Evaluate & Assess
We analyze your resources, identify key issues and conduct a comprehensive analysis
3
Build Your Plan
We share key issues, address questions, share our findings from your Financial Confidence Analysis
4
Implement Strategy for Financial Confidence
We handle account transfers, organize and set up accounts, customize your plan
5
Live With Financial Confidence
We present your personalized Financial Confidence Plan and conduct bi-annual reviews as needed