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My business
and personal situation had changed and
my financial advisor did not seem to
want to understand that I needed to
change my portfolio. I switched to
working with Jonathan because my
previous financial advisor did not
listen – Jonathan listens AND
understands. He did what was right for
me – not what would be good just for
him. I have now been working with
Jonathan Stearns for 3 years – he is
very customer service oriented,
accessible. He is honest and wants to
do the best he can for his customers –
and he does. |
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Terry Meyers,
Owner Cause to Paws Brookline, MA |
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As a firm, our goal is to
provide the quality advice and
personalized service our clients demand
and deserve in order to work toward achieving their
financial dreams. We realize that in
addition to their current assets, our
clients entrust us with the well-being
of their families.
To help
our clients in reaching their financial goals,
Stearns Wealth Management provides the
following services.
Please click on one of the categories
for detailed information.
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Asset Management
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Risk Management |
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Estate Planning |
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Financial Planning |
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Education Planning |
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Investments Offered |
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