Flagship Wealth Advisors, LLC
Flagship Wealth Advisors, LLC is a financial planning and wealth management firm headquartered in Wakefield, Massachusetts, just north of Boston. Founded to serve individuals and families, the firm operates as an independent SEC-registered investment adviser and fiduciary, focusing on wealth accumulation, financial planning, and transparent, client-centered service. As of March 31, 2025, the firm manages over $600 million in assets and employs 7 professionals. The majority of their clients are high net worth and other individuals, with an emphasis on tailored financial guidance and long-term planning.
Investment Strategy
Flagship Wealth Advisors provides comprehensive financial planning, investment management, and wealth accumulation services. They take a fiduciary approach, prioritizing client interests and offering customized investment strategies based on individual client needs, goals, and risk tolerance. Their services are grounded in due diligence, transparent communication, and a commitment to long-term client partnerships. The firm primarily serves individuals, including high net worth clients, using discretionary and non-discretionary strategies to build and preserve wealth.
Top Holdings
Equity Positions (360)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | Invesco QQQ Trust | 8.20% | $21.8M | 39,447 | $505.68 | $551.64 | +$3.4M |
V VUG | Vanguard Growth ETF | 7.90% | $21.0M | 47,803 | $404.26 | $438.40 | +$3.4M |
V VYM | Vanguard High Dividend Yield ETF | 5.79% | $15.4M | 115,155 | $127.93 | $133.31 | -$987.4K |
S SPY | SPDR S&P 500 ETF Trust | 5.04% | $13.4M | 21,630 | $578.89 | $617.85 | +$716.7K |
S SCHD | Schwab US Dividend Equity ETF | 3.83% | $10.1M | 382,918 | $27.60 | $26.50 | -$721.9K |