My Mission

Sconset Wealth Management is a Boston-based, modern financial planning practice specializing in wealth accumulation and preservation strategies, as well as 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.

Acting in your best interest, 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.

 

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The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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


Sconset Wealth Management

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How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

If you dream it, we’ll help you live it.

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