Ashley Wheeler Ott, Cfp®, Aif® Email & Phone Number

I have a passion for helping people. I got my undergraduate degree in psychology and planned on becoming a psychologist after graduation! I never would have thought 10 years later I would be the majority owner of a financial planning firm. My goals and passions haven't changed all that much. And I now have the opportunity to help young families make smart, confident, and educated financial decisions to improve their overall life. I've helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs, dreams, goals and risk tolerances. I provide customized recommendations by looking at each person's current circumstances, along with short and long term financial objectives. I focus on taking my clients’ complex and major life situations and creating tangible strategies with passion, empathy and thoughtfulness. I also take the time to educate my clients, ensuring that they are comfortable with and understand our investment strategies. I provide ongoing advisement and follow-up so that my clients and I will grow together, in order to meet their longer term objectives.This communication is strictly intended for individuals residing in the states of Massachusetts. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org/www.SIPC.org, a Registered Investment Advisor. Fixed insurance products and services offered through Vantage Point Financial, LLC, 1931 Commonwealth Ave., Boston, MA 02135, Tel (617)-208-8679. Please review our Terms of Use here! www.commonwealth.com/termsofuse.html.

Listed skills include Statistics, Research, Spss, Public Speaking, and 8 others.