Individual Investment Advisory & Comprehensive Wealth Management


The Mayflower Process

The Mayflower Wealth Advantage delivers CLARITY, CONFIDENCE, and STRUCTURE.

  • CLARITY – Through our detailed financial life planning process, we account for all of your needs to create a personalized, easy-to-understand map that will guide your journey.
  • CONFIDENCE – Our disciplined planning process combines goal-based advice with sophisticated financial calculations to create an effective method for you to prioritize important life goals without undue financial sacrifice or overexposure to risk.
  • STRUCTURE – This process begins with defining and prioritizing your goals and understanding your financial concerns.

"Good fortune is what happens when opportunity meets with planning."

     – Thomas Edison

Our Strategic, Consultative Approach

  • Investors should have a choice in selecting the approach for managing their investments
  • We customize accounts based on each client's unique objectives
  • Our innovative portfolio analytics platform utilizes one of the most customized risk management engines available
  • We track different forward-looking metrics and evaluate them against market scenarios to test each portfolio

Our Wealth Strategies

  • Investment planning and advisory services
  • Multi-generational wealth management
  • Risk management
  • Philanthropic planning
  • Executive compensation and business succession