How can you pursue what matters most?

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Christopher Spellman

Vice President–Wealth Management

Financial Advisor

With over 20 years of experience in financial services, meeting the needs of my clients through life stages, increasingly complex investment situations, and ever-changing market conditions, I understand the unique challenges my clients face:

  • Striving for a secure financial future
  • Supporting their families
  • Caring for aging parents
  • Determining the best strategy for income in retirement
  • Planning their legacy

My goal is to help reduce my clients, stress around these financial matters and move comfortably into the next phase of their lives. I help clients clarify, coordinate, and manage multiple lifestyle goals by providing the following comprehensive services tailored to their unique situation:

  • Comprehensive financial plans
  • Strategies for managing retirement income & expenses
  • Asset allocation and investment management across all account types-individual, joint, business, taxable and tax-deferred: IRAs, 401K's and rollovers from retirement plans.
  • Strategies for navigating Social Security and Medicare
  • Legacy and business succession plans

I believe ongoing education to expand my knowledge and expertise to provide my clients the best thinking and solutions available to meet their needs is an important component to my practice. I have advanced training in financial planning and retirement planning I also believe informed clients make better financial decisions. My clients benefit from seminars, newsletters, conference calls and consultation about the markets, financial issues that can impact their plans, and understanding different financial strategies. I welcome the opportunity to meet with you to learn about your unique situation and explore whether I can be of benefit to

Registered States:
  • CT
  • DC
  • FL
  • GA
  • MA
  • ME
  • NC
  • NH
  • NM
  • PA
  • RI
  • SC
  • TN
  • TX
  • VT
  • WA

Education

  • St. Michael's College
1099 Hingham Street
3rd Floor
Rockland, MA 02370
  • (781) 982-3659

Email Me

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