Financial Advisors
Boston, MA
Sandra Gilpatrick is a CFP® wealth consultant based in Boston who provides personalized financial planning and investment management services. With her Certified Financial Planner credentials, she helps clients develop comprehensive wealth strategies tailored to their individual goals and circumstances. She works directly with clients to build long-term financial plans and manage their investments.
Ideal for: High-net-worth individuals, retirees planning their next chapter, families seeking comprehensive wealth strategies, business owners managing personal finances
Service area: Boston and surrounding Massachusetts
CFP® Certified: Sandra holds the Certified Financial Planner credential, demonstrating advanced knowledge and ethical standards in comprehensive financial planning.
Personalized Approach: She provides individualized wealth consulting rather than one-size-fits-all solutions, focusing on each client's unique financial goals and situations.
Address: 101 Federal St, Boston, MA 02110
Phone: (617) 314-7575
Website: sandragilpatrick.com
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