At Lund Wealth Management, we specialize in helping individuals like You navigate financial complexity and create personalized tax strategies that enhance your retirement planning.
Since 1983, we’ve delivered a comprehensive suite of investment management and wealth planning solutions to affluent families, business owners, executives, and institutions. Headquartered in Foxborough, MA, our firm was founded on the belief that our purpose is to inspire clients to achieve True Wealth—a life defined by meaning, fulfillment, and financial confidence.
We take pride in building deep, authentic relationships with our clients, which allows us to deliver highly personalized service and guidance. Every individual and family has unique goals and aspirations—and we are passionate about helping you discover and pursue the outcomes that matter most.
In today’s complex financial world, our mission is to bring clarity. We break down sophisticated strategies into clear, actionable steps, empowering you to make confident, informed decisions.
At Lund Wealth Management, our goal is to be your most trusted financial advisor—providing guidance grounded in integrity, backed by experience, and centered entirely on you.
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 225 Foxborough Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lundwealth.com
- HQ
- Foxborough (Foxboro), Massachusetts
Lund Wealth Management Questions
Lund Wealth Management's website is lundwealth.com
Lund Wealth Management's LinkedIn profile is https://www.linkedin.com/company/lund-wealth-management
Lund Wealth Management has
5 employees.
View email and phone details for 5
employees at Lund Wealth Management.
Lund Wealth Management's industry is
Financial Services
Lund Wealth Management's top competitors are
Granite Wealth Management,
Two Lights Private Wealth,
Sapphire Wealth,
Atlantic Planning Group, Llc,
Boston Hill Advisors,
Big Spur Financial,
Financial Architects Partners,
Lpl Financial,
Better Pockets Financial,
Northwestern Mutual.
Lund Wealth Management's categories are Financial Services
Lund Wealth Management's founding year is 2005
