We are Mainsail Advisor Group, LLC

For close to 20 years, Mainsail Advisor Group, LLC has been a holistic wealth management firm that enables clients to live intentional lives through tax-efficient financial planning.

In reviewing our website and meeting with our team, we hope that you come to understand that our firm’s purpose and values are more than just words on a web page.  They are the foundation of our moral compass, and are illustrated daily through our dedication to our clients, partnerships and the communities we serve. 

If you feel compelled by what you’ve read, we encourage you reach out to one of our locations or complete the contact form below.  

Check the background of this investment professional on FINRA’s BrokerCheck.


Our Team


Services


financial planning

We will work with you to develop a financial plan that will help you navigate from where you are now to achieve your future intentional living goals.  The plan will encompass:

• Investment Planning
• Education Planning


estate planning

A very personal part of the planning process with clients is a comprehensive estate plan designed to maximize the assets to your family and ensure that your goals are achieved. This process includes:

• Tax Planning
• Business & Succession Planning
• Special Situations



Insurance Planning

We will evaluate current plans, review the need for additional coverage and what will be sufficient for your loved ones in the future.  During the evaluation, we will also review:

• Long Term Care Needs
• Asset Protection Strategies


Retirement Planning

Whatever your vision of retirement is, diligent and ongoing planning and goal setting is necessary for your retirement to live up to your expectations. A part of our analysis is common sense and proprietary:

• Promised Funds™


 


Mainsail Advisor Group, LLC

480 Adams Street, Milton, MA 02186 • 617-696-4345•les@mainsailadvisorgroup.com

284 Ayer Road, Harvard, MA 01454 • 978-722-1400 • dave@mainsailadvisorgroup.com


 

Let's Chat.

Use the form below to contact us regarding your wealth management needs and We will get back to you promptly. 

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