Testimonials
Vikki B., Cambridge, MA
“As an older adult who has paid little attention to retirement investments, I was in need of a lot of help! I came to know Dan through a relative who had benefited greatly from his work. I feel very fortunate that he was willing to take me on as a client.
“Thanks to Dan's professional expertise and wisdom, I feel confident that my financial interests are now well tended. I have deeply appreciated his interest in and sensitivity to my values and needs when choosing the best strategies to keep me comfortable in retirement.
“Personable, patient, and responsive, Dan has won my trust in many ways!”
Bob & Judy, Wellfleet, MA
“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.”
Dr. Erole McLean MD, St. Thomas, US Virgin Island— Quote Source
“As an oncology and hematology physician in St. Thomas, USVI, I decided to sell my group medical business and transition from a full-time practice to part-time practice serving cancer patients in the US and British Virgin Islands. I needed an advisory group to help me design and execute my plan.
“In addition to Wellfleet Wealth’s investment management services, Dan helped me establish a multi-disciplinary team. This team included legal counsel specializing in international business and tax law; an accounting firm, Goldberg & Associates CPAs, which has a history of collaborating with Wellfleet Wealth; and a pension benefit TPA firm to manage my new Cash Balance (define benefit) and 401k-Profit Sharing plans.
“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.”
Clients were not given any compensation or benefits from Wellfleet Wealth for their comments above.