32+ Years of Experience

Meet Your Advisor

Sean P. Flaherty

Financial Advisor / Certified Financial Fiduciary® — Flaherty Wealth Management

For over 32 years, I've had the privilege of guiding individuals, families, and businesses toward financial clarity and security. As a lifelong Bostonian, I bring deep local roots and lasting relationships built on trust, transparency, and a genuine understanding of your goals.

From growing up in Boston to attending Boston College High School and earning my degree at Northeastern University, this city has shaped who I am — and it informs every relationship I build with my clients.

Born & Raised Boston, MA

High School Boston College High School

University Northeastern University

Certification Certified Financial Fiduciary®

How We Help

Financial Services for the Boston Community

Every financial plan is as unique as the client behind it. We offer a full suite of services to help you navigate life's most important financial decisions.

Retirement Planning

Comprehensive strategies to build and protect your retirement income, tailored to your lifestyle and goals.

Wealth Protection

Safeguard your assets with insurance, estate planning, and risk management solutions.

Family Financial Planning

From college savings to generational wealth transfer, we help your family thrive at every stage.

Business Planning

Succession planning, key person insurance, and benefits strategies for Boston-area businesses.

Fiduciary Guidance

As a Certified Financial Fiduciary®, your best interest is not just a promise — it's my legal obligation.

Investment Management

Disciplined, goals-based investment strategies designed to grow and preserve your wealth.

LOCAL EXPERTISE

Why Boston Families Choose a Local Financial Planner

 

Financial planning isn't one-size-fits-all — and neither is Boston. From the unique tax landscape of Massachusetts to the complexities of the local real estate market, having an advisor who truly knows this city makes all the difference.

With over three decades of experience serving the Greater Boston area — from Dorchester to the North Shore, from Newton to the South Shore — I've helped hundreds of local families build financial plans that reflect their real lives.

Understanding Boston's Economy

Boston is home to world-class hospitals, universities, and a booming technology sector. Whether you work at Mass General, MIT, or a growing startup in the Seaport, your financial plan needs to reflect the unique opportunities — and cost of living — that come with life in Greater Boston.

Navigating Massachusetts Tax Laws

Massachusetts has its own set of tax rules, from the state income flat tax to estate tax thresholds that differ significantly from federal guidelines. Working with a local financial planner who understands these nuances ensures your plan is optimized for the Commonwealth.