Turn Your Hard Work Into lasting wealth
Personalized financial guidance for professionals and business owners who want real strategies and not a sales pitch.
We’re Grateful for the Trust Our Clients Have Placed in Us
Every story below represents someone who chose clarity, confidence, and
a better financial future by choosing to work with us.
I got into this work because I kept meeting people who were doing everything right... working hard, earning good money but still feeling uncertain about their financial future.
I’m not here to sell you something. I’m here to listen, ask the right questions, and help you build a plan that actually fits your life. Whether you’re running a business, working long days in the field, or just trying to make smarter moves with your money, my goal is simple:
TO LEAVE YOU BETTER OFF THAN WHEN WE MET
What We Do (and How We Help You Win)
We offer personalized financial guidance designed to simplify your decisions, reduce your stress,
and grow your wealth without pressure or confusion.
💼 Retirement Planning
Whether you want to retire early or just retire well, I help you build a plan you can trust so you're not guessing about your future.
📉 Tax Strategy
Most people pay more than they need to. I help you reduce your tax burden now and over time, using strategies tailored to your income and goals.
📈 Investment Guidance
You don’t need to time the market... you need a strategy that fits your life. I build investment plans that match your risk comfort and long-term vision.
👷♂️ Support for Contractors & Business Owners
You’re the expert at what you do. We help you turn your income into wealth—with clear steps for saving, investing, and protecting what you’ve built.
** 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. **
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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.