Mack Nelson
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Senior Wealth Advisor at Focus Partners
- Location
- Hingham, MA, US
- LinkedIn followers
- 500 followers
About Mack Nelson
We specialize in personalized, comprehensive, and objective financial planning and wealth management. Our clients value our process-driven model and the peace of mind that comes with having a plan. Each client\'s investment management is tailored to their unique situation and considers their entire balance sheet.We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing a financial plan.
Experience
Senior Wealth Advisor
Mar 2024 — Present · Boston, MA, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.The Colony Group rebranded to Focus Partners Wealth in January 2025.
Education
University of St. Thomas
Financial Management
Skills
- Finance
- Event Planning
- Spanish
- Microsoft Word
- Team Leadership
- Communication Skills
- Time Management
- Teamwork
- Social Media
- Microsoft Office
- Sales
- Public Speaking
- Leadership
- Communication
- Powerpoint
- Microsoft Excel
- Social Networking
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