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Offering Asset Accumulation & Preservation Strategies

With Expertise, Experience and Care


Get to Know Your Counselors

We Help Families Build the Foundation to Pursue
Financial Security 

Through Comprehensive Planning

Proficient Wealth Counselors, LLC was founded with a mission to provide the best possible financial advice at an affordable cost to our clients. We pride ourselves on our ability to offer guidance on more than investments and insurance, but comprehensively focusing on everything from coordinating and managing your retirement income to estate planning.

As independent financial professionals, we aim to develop, implement and review a plan that meets your needs and goals. Capitalizing on opportunities to preserve, grow and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term financial goals. Let Proficient Wealth Counselors, LLC offer the direction you need. 

Specifically, Our Intent Is To:


Help you define your financial objectives and build a plan to pursue them.

Provide the highest level of guidance, service and value.

Monitor your situation and assist in making adjustments to your plan.

Build long-lasting and meaningful relationships.


Together, We’ll Discuss:

Asset Management

Any uncertainty you may have about diversification within your investments.

Income Planning for Retirement

Lingering fear that you won’t have enough money to last throughout your lifetime.

Estate Planning Strategies

Any concerns that your family will not have financial security should something happen to you.

Asset Protection Strategies

Worry that a lawsuit or creditor claim could be financially devastating.

General Wealth Accumulation

Some untraditional ways that people go about generating and preserving their wealth.


Learn More

Based in Norwood, Massachusetts, we work with clients nationwide.

We choose to be a carefully-sized practice to deliver services in a manner that will have the greatest impact on our clients. Our purpose is to help you be the architect and design the framework needed to pursue financial security for you and your family for generations to come.

Schedule an Introductory Meeting Today

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