Putting together The pieces of your financial puzzle
Dominic Glasson, a financial advisor at Rise North Capital, specializes in developing tailored financial strategies for corporate executives, providing guidance to achieve financial goals with confidence and clarity.
Your wealth is more than just numbers—it's the culmination of diligent planning and strategic growth. Let’s ensure every asset you’ve built works harder for you.
Client Story
** The client testimonials on this webpage presented were solicited by our office. The clients were not compensated for providing their personal opinions regarding their financial relationship they have had with Dominic Glasson for a number of years. Testimonials may present a conflict of interest as these particular clients' experiences may or may not be the same as other clients' experiences. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. A client testimonial does not guarantee future investment success and does not indicate that any other client or prospective client will experience the same or higher level of future success or investment performance. Past performance does not guarantee future results. **
LISA
Professor
"For the past 9 months, I have been on my first real financial journey towards wealth building. While I recognize that I have lost a lot of time over the years due to lack of knowledge and exposure to how wealth is built, my prospects and long-term outlook is on a much better path towards sustained growth, and I want to acknowledge my tremendous financial advisor Dominic Glasson and all that he has done to bring me to where I am today. he is available to meet with clients to really tailor a comprehensive individual finance plan to maximize financial growth strategy. If you are not a finance expert by trade, I highly encourage you all to reach out to him so that you can benefit from his wisdom and guidance as well."
rOBB
Facilities Manager
"I have been working with Dominic as my financial advisor for a more than a year now. First off, he has a wealth of knowledge that benefits me directly, he has a great ear and picks up on key words during our conversations on “Zoom” and advises me appropriately. He is very professional yet very personable and down to earth. He is polite and makes me feel appreciated, professionally I know that I am in great hands! Dominic is a real person and understands real life events and will share appropriate life events with me. I have great confidence in Dominic’s skills, and I know he has my best interests at heart. Bottom line, through due diligence, Dominic has my Trust!"
Pete
Product Manager
"I recently began working with Dominic as my financial advisor and the process so far has been smooth and engaging! He will readily jump on the phone or a zoom meeting to answer questions about my investments, and is patient, clear and concise in his communication. Would recommend him if you need investment advising or other financial services!"
Pankaj
Engineer
"They helped me to rollover all my previous employer's investments accounts into one account, so it was easy to watch the investment in one place. if I had questions, they are willing to schedule online appointments which helps me. My account has grown to 10% in last 3 to 4 months which is great. Definitely would recommend them."
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Expertise and Trustworthiness in Action
Annuities
Not everyone of us is equally prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income.
Asset Management
You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage your financial assets.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation, so your estate benefits the people and charities you care about most.
Learn More About Financial Planning
The Behavioral Side of Financial Planning: My Take
Top 5 Financial Lessons for Corporate Executives
Common Misconceptions about Financial Planning
Top 5 Financial Tips for Young Professionals
+1 413-388-6027
25 Braintree Hill Office Park, Suite 403
Braintree, MA 02184, United States
glassonprivatewealth.com © 2024
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.