Financial Independence Retirement

Aging is a team sport. We work closely with the trusted people around you, such as your estate planning attorney, Trustees, CPA and other guardians.

Our support includes:

Protecting and growing your investments while generating income distributions along the way
Ongoing cash flow planning
Financial risk management to help you avoid potential blind spots that could derail your plan
Legacy planning
Strategies for charitable giving

We provide an initial consultation at no cost. We are here to listen to your story.

Schedule A Consultation

WELLFLEET WEALTH

Home
Client Portals
Contact

Disclaimer: Securities offered through Great Point Capital, LLC. Member FINRA/SIPC. Advisory services offered through Great Point Advisors, LLC; an SEC registered investment adviser. Wellfleet Wealth Advisors, LLC is a marketing name for promotional and informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. All information provided on this website is for general informational and educational purposes and should not be construed as investment advice or a recommendation to buy or sell any specific securities. Visitors to this website should not rely on the information provided herein for making investment decisions.

Important Notice: Investing in securities involves risks, including the possible loss of principal. Past performance is no guarantee of future results. Before making any investment decisions, it is essential to carefully consider your investment objectives, risk tolerance, and consult with a qualified financial advisor or investment professional. Wellfleet Wealth Advisors, LLC and its affiliates assume no liability for any inaccuracies, errors, or omissions in the information provided on this website or any actions taken based on the content of this website. Regulatory Disclosure: Wellfleet Wealth Advisors, LLC is a separate entity to both Great Point Capital, LLC and Great Point Advisors, LLC. Great Point Capital, LLC is a registered broker-dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Great Point Advisors, LLC is an SEC registered investment adviser. Wellfleet Wealth Advisors, LLC is not affiliated with Great Point Capital, LLC or Great Point Advisors, LLC. Tax Advice Disclaimer: The information provided on this website and related materials is intended for general informational purposes only and does not constitute tax, legal, or financial advice. While we strive to provide accurate and up-to-date information, we are not tax professionals, and the content provided here should not be considered a substitute for professional advice. Investors should be aware that tax laws and regulations are subject to change and can vary by jurisdiction. The tax consequences of private investments can be complex and may depend on individual circumstances. Therefore, we strongly recommend that you consult with a qualified tax professional or financial advisor who is knowledgeable about your specific situation and the relevant tax laws. Any information or discussions related to taxes on this website are for educational purposes and may not be applicable to your particular circumstances. We do not assume any responsibility for actions taken or not taken based on the information provided on this website. Investors are encouraged to seek personalized tax advice before making investment decisions, as individual tax situations can significantly impact the outcomes of private investments. By accessing and using this website, you acknowledge that you have read and understood this tax advice disclaimer and that you will consult with a qualified professional for personalized tax guidance.