Flagship Wealth Management
The Flagship Wealth Team
Flagship Wealth Management is a general agency of LPL Financial, the largest independent broker/dealer in the country.* Through LPL, our clients have access to thousands of individual securities as well as the nation’s leading providers of investment and insurance products. LPL Financial offers no investment products of their own so as an agency who works with LPL Financial, we can devote our time and energies not to product quotas and sales goals, but to understanding our clients’ individual financial objectives and developing the most effective solutions to meet them. Our mission at Flagship Wealth Management is to provide our clients with professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service
To help our clients achieve their goals and secure the financial future they desire, Flagship Wealth Management provides programs and services designed for a broad range of needs and circumstances. These include:
- Mutual Funds
- Comprehensive asset management accounts
- Variable and fixed annuities
- Estate, College, Business Tax, and Retirement Planning
- Domestic and Foreign Securities
- Alternative Investments
- Insurance
- Trust Services*
David McDonough
President/Founder Flagship Wealth Management
LPL Registered Principal
LPL Branch Manager
David McDonough is the President and Founder of Flagship Wealth Management, a financial services firm, dedicated to helping clients achieve their financial goals by providing sound solutions and unbiased, objective financial advice. For over seventeen years, Dave has been helping individuals and their families maximize their personal wealth to create peace of mind and the financial freedom they deserve.
Dave’s knowledge and expertise is highly respected within the financial services industry and his commitment to helping clients’ achieve their financial goals has earned him the prestigious LPL Chairman’s Club Award, a designation issued to less than 6% of LPL advisors nationwide.
Mr. McDonough is a weekly contributor and co-host of 96.9 Boston Talks’ Money Matters radio program where he discusses the latest trends and topics in the financial services industry and provides listeners with financial planning and investment advice.
We invite you to contact us today to learn more about our services and set-up a free, no obligation appointment.
