Wellfleet Wealth

There’s a difference between providing financial services and serving others with a deep understanding of what fulfills your life as a whole. We are passionate about making that difference.

How we serve

Wellfleet Wealth Advisors LLC

Creating financial peace of mind and freedom to

live a life that matters for you & your family

Artist Rick Fleury, Wellfleet, Ma

As a boutique advisory firm, we combine decades of wealth consulting and coaching experience, with academic rigor and practical advice.

We work closely with leading firms in the financial industry to serve families and businesses particularly in New England and the U.S. Virgin Islands.

Using our collective expertise, we help clients design and execute a personal and financial roadmap for their well-being.

The Result?

Greater clarity and confidence in your ability to navigate your life plans, and

The knowledge that your financial strategies are effectively integrated and executed by your trusted team.

Client questions we help clarify?

Planning for Financial Independence “Retirement”

- How much investment risk is too much given my age?
- Are my life style expectations sustainable and realistic?
- Do I have a trusted team of experts who have my back?

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Investing For Your Well Being

- Do I have a purpose-driven Investment Plan that my advisor and I revisit and rebalance during the year?
- Am I receiving timely insights and market updates?
- Is my portfolio tax efficient?
- What is the role of alternatives in modern portfolio management? When is it suitable and not suitable?
- Is my advisor effectively maximizing my returns while minimizing risks, given my tolerance level?

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Climate Investing

- Given my concerns about global warming, how can I integrate climate considerations into my investment decisions?
- What strategies can achieve double bottom-line results – required financial returns and a social impact?
- In addition to managing climate risks, how can I integrate emerging climate opportunities into my Investment Plan, as we transition to a low-carbon economy?

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Tax Planning

- How could tax policy change under the new administration? What impact could those changes have on my estate plan?
- What tax mitigation strategies are available this year?
- Should I do a Roth conversion?
- When selling my investment property, how can I defer capital gains taxes using a 1031 DST exchange? When is it suitable and not suitable?

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Life Transition Coaching

- What is your personal vision? What’s exciting about it?
- How does it reflect your values—what matters most to you?
- Where do your values come from?
- What concerns you most about realizing your vision? Are internal or external obstacles getting in the way?
- Which decision moves you closer to where you want to be?

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What people are saying...

"I've deeply appreciated Dan's interest in and sensitivity to my values and needs when choosing the best strategies to keep me comfortable in retirement. Personable, patient, and responsive, he has won my trust in many ways."

Vikki B., Cambridge, MA
"My transition is complete. I now have financial systems in place to create new possibilities for my future. Wellfleet Wealth's consulting approach goes beyond just managing a portfolio or trying to sell financial products."

Dr. Erole McLean MD, St. Thomas, US Virgin Islands
“We’re happy to offer our experience with Dan Williams as our financial advisor. Over the past 13 years, Dan has guided us, providing investment growth and safety, all within our personal risk tolerance. From ongoing financial planning, through careful advice surrounding the sale of our lifelong business and now protecting and managing our retirement savings -- his professional service has always been of the highest level.”

Bob and Judy, Wellfleet, MA
Wellfleet clients did not receive any compensation or benefits from their comments above.