Work With Us

Discover how Lignum Wealth Management can help you #PlanToAchieve long-term financial stability that will grow with you. Our partners are interested in understanding Your priorities, Your goals, and Your life’s pursuits to help make Your retirement a reality. Let us know what you would like to accomplish, and we can tell you how Lignum Wealth Management can help you #PlanToAchieve.

Retirement Income Planning?

  • Creating retirement accumulation strategies
  • Establishing retirement access and withdrawal approaches 
  • Ensuring retirement lifestyles

Asset Management?

  • Reduce overall investment risk
  • Create more reliable investment forecasts
  • Improve the risk/return tradeoff of your portfolio

Financial Consultations?

  • Business Planning
  • Estate Planning
  • Long-Term Care
  • Risk Management
  • Taxation


Please contact us with any questions or to set up a complimentary initial consultation:

[email protected]

(781) 334-8100

(781) 909-2180

Office Location:
500 Edgewater Drive
Wakefield, MA 01880

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