Boston Harbor Wealth Advisors, LLC, located in Plainville, MA, is a financial planning firm led by Lee Ann Fatalo, a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) with over 20 years of experience. The firm specializes in helping individuals and families of means achieve their financial and wealth management goals, with a focus on building strong client relationships and providing candid financial advice and proactive investment guidance.
Lee Ann Fatalo and her team at Boston Harbor Wealth Advisors understand that each client is unique and tailor their approach to meet individual needs and concerns. They take the time to learn about their clients' financial aspirations and work towards preserving wealth, providing income streams, and realizing lifelong goals and dreams. With a commitment to trust and collaboration, Boston Harbor Wealth Advisors is dedicated to helping clients accomplish their financial goals and plan for future generations.
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