Sandra Gilpatrick, CFP®, Wealth Consultant

Sandra Gilpatrick, CFP®, Wealth Consultant is a financial planner in Boston, MA. The practice focuses on empowering professional women, particularly those aged 25-55, to achieve financial confidence through personalized wealth management. Services include investment planning, risk management, estate planning strategies, retirement strategies, and portfolio management. The firm also provides specialized guidance for first-time investors, business owners, and entrepreneurs, offering tools such as cash flow analysis and charitable giving strategies.

With over 30 years of industry experience, including 17 years at Morgan Stanley Wealth Management, Sandra Gilpatrick provides a holistic approach to financial planning. As a Certified Financial Planner and Certified Divorce Financial Analyst, she emphasizes building long-term relationships and creating a thoughtful, easy-to-understand experience for her clients. Her practice is built on helping women navigate major life transitions, such as job changes, increased compensation, or inheritances, by using "what if" scenarios to plan for goals like early retirement or property purchases.

The office is located on Federal Street in the Downtown area of Boston, situated near Babson College and a short distance from Franklin Street and Congress Street.

The firm is recognized for its commitment to client education and its ability to help individuals bridge the investment confidence gap. Sandra Gilpatrick's expertise is supported by her background as a frequent speaker on financial wellness and her reputation for helping clients manage risk and protect their legacies.

Through dedicated wealth management and personalized financial strategies, this practice serves as a vital resource for women seeking to secure their financial futures in Boston.

Services:

• Estate Planning Strategies
• Holistic Financial Planning
• Investment Planning
• Risk Management including Insurance Planning
• Tax Observation Strategies