401(k) and Retirement
Fiduciary-Level Advising
Retirement Plan services, such as 401(k) and 403(b) advising are offered through our sister company, New England Wealth Management. While we remain separate entities, we very much function as one team. We occupy the same office at 27 Garden Street in Danvers, and share team members and overhead.
New England Wealth Management’s Corporate Plans team specializes in:
- Plan Design
- Investment Strategy
- Fiduciary Management & Oversight
- Participant Education
- Vendor Search
- Benchmarking
- Executive Compensation
- Private Wealth Management
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
10+ Years of Partnership
The partners at Blue Horizon and New England Wealth have been working together for over a decade. As our businesses grew, we leaped at the opportunity to occupy the same office space and work collaboratively every day to serve our clients. From first-hand experience, we know that Jason and his team provide a boutique personal touch and trusted financial guidance for their personal and corporate clients. New England Wealth Management's expertise, objective advice, and fiduciary protections mean you can trust them to do what's right for you and your employees.