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A balanced approach to investing, a balanced approach to life

We'll help you reach your financial goals so you can take care of the rest.

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Serving successful households within New England and beyond.

When it comes to managing your investments, our team can help guide you through today's challenging financial landscape with comprehensive plans & knowledge designed to align with your specific needs.

Investment Management

We create investment strategies tailored to your needs & goals.

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Retirement Planning

Years of experience have prepared us to guide you through your life transitions.

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Small Business, Trust, and Estate

Our professionals help articulate & guide you through these complexities.

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Our Value Proposition

At The Wellesley Group, we strive to cultivate long term relationships with the households that we have the pleasure to serve. When it comes to how we deliver value, we use a holistic approach to make sure that each unique base is covered. 

Through our relationship with Raymond James Financial, we are able to utilize boutique investment managers that offer solutions to unique client needs. Our investment team performs research on each option, which allows us to tailor a portfolio specific to each client we serve.

As a team, we leverage modern techniques to formulate a financial plan that fits our clients needs. Upon completion, we are able to deliver an in depth analysis of each client's macro financial profile and a methodology on the best path to achieving their particular goals which may include retirement, college savings, or starting a small business among others.

Meet The Team
Located In Wellesley, MA

Located In Wellesley, MA

Our team started working in Wellesley in 2015 & has enjoyed every day since. Having such a great community where we work is something that inspires us to serve our clients. Feel free to ask about our favorite restaurants in town!

Capitol Securities Management

Capitol Securities Management

Our broker dealer provides our team with back office, compliance, administrative, & other resourceful functions.

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Raymond James Financial

Raymond James Financial

Raymond James provides our team with investment options, research, technology & custody of our client accounts.

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"Someone is sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet

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