My Mission

Sconset Wealth Management is a Boston-based financial planning practice specializing in wealth accumulation, wealth preservation strategies, and retirement income distribution planning for high income and high net worth individuals and their families.

Five simple but enduring principles embody what we do and whom we serve: duty, integrity, diligence, quality, and consistency.

Bound to a fiduciary standard of care, we employ evidence-based research, tools, and best practices to solve our clients' problems.

A comprehensive financial planning process serves as the foundation for service and value we deliver (immediate, future, and intangible). Going beyond “the numbers,” we also explore what is qualitatively and personally valid for our clients, their families, and their goals.

Team

Thomas W Mitchell, CFP®, CLU®, ChFC®, CASL®, RICP®
Wealth Management Advisor


Sconset Wealth Management

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

6 Risks That Can Impact Your Retirement

Make sure your money lasts as long as you do. Learn about the risks that can impact your financial security in retirement. View now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck