Welcome to Flaherty Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals.
We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Our Mission Statement
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Our Qualifications
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances, as well as your hopes and dreams.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We're looking forward to using our expertise to help you pursue your financial goals.
What We Offer
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
Retirement Planning
College Saving & College Funding
Managed Account Strategies
Retirement Plans and Accounts
Insurance and annuity products
Stocks, Bonds, Mutual Funds & ETF's
Meet Your Advisor
Sean Flaherty
Certified Financial Fiduciary®
Sean Flaherty is a Certified Financial Fiduciary® and has been working with individuals, families, and businesses in the area for over 31 years.
