The Bulfinch Group is pleased to announce that Brian McGrath, of Dracut, Massachusetts has earned the designation of Five Star Wealth Manager. The Five Star Wealth Manager award is annually given to financial managers who are identified through research conducted with peers and firms; the program analyzes internal and external research data, including a survey to more than 3,000 registered financial services professionals and all local financial service companies registered with FINRA or the SEC, to select each year’s winners. Nominated wealth managers who satisfied a total of ten objective eligibility and evaluation criteria are awarded this prestigious title.

“On behalf of all The Bulfinch Group, we congratulate Brian on earning the prestigious Five Star Wealth Manager designation which recognizes exemplary client service, knowledge and professionalism in the financial services industry,” says Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group.”

HUB Wealth Strategies

HUB Wealth Strategies is a strategic advisory firm focused on putting you, your goals and your financial well-being at the center (HUB) of the conversation. Founded in New England and serving clients throughout the U.S., HUB Wealth Strategies works with both families and business’ in developing customized wealth management plans through both offensive and defensive planning techniques. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. Our clients’ lives are dynamic, fast-paced and filled with a continuous flow of opportunities to evaluate and threats to thwart. Our team will work with both our internal and clients’ attorneys, accountants and consultants to take a multi-disciplined approach to help simplify, collaborate, coordinate, measure, educate and advise on strategy and tactics. Our mission is to ultimately foster a relationship where our clients feel empowered, on track, and enhancing the likelihood for their visions to become realizations. For more information, please visit HubWealthStrategies.com.

About Guardian 

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2022 included $11 billion in capital and largest dividend of $1.26 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.