617.728.7434
125 Summer Street, Suite 1400
Boston, MA 02110
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    One Source for Financial Advice.    

    For yourself.    

    Your family.    

    ... and your business.    

    Protect Your Wealth.    

    Protect Your Family.    

    Secure Your Legacy.    

     The difference between your plan    

     and the best plan possible ...     

      Could mean more money for your family.    

One Source Wealth Management


All the financial advice you need for yourself, your family and your business from One Source.
We provide creative financial strategies and collaborate with your existing advisors to help you achieve your goals. We believe that when all the components of your financial life - personal and business are working together, you can be on a path toward financial confidence.

One Source Wealth Management

 

  • Exceptional, objective advice for making informed financial decisions
  • Confidence knowing your personal and corporate plans are properly coordinated
  • Professional planning team with the skills to handle your most pressing financial challenges

 

Lincoln Financial Group Eric Bertz

 

  one-source-wealth-management

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