FSA Wealth Management, LLC

Based in the United States, FSA Wealth Management, LLC provides tailored financial planning and investment management services for families, professionals, business owners, and high-income earners. FSA Wealth Management, LLC, founded in 2006, is headquartered in Needham, MA, US. The firm focuses on delivering personalized financial strategies and has completed one deal, with the most recent transaction occurring on December 1, 2025. The firm was acquired by Allworth Financial Holdings, LLC, a portfolio company of Lightyear Capital and Ontario Teachers' Pension Plan, though specific financial terms were not disclosed.

FSA Wealth Management specializes in customized financial planning and investment management services designed for families, professionals, business owners, retirees, and high-income earners. Their core offerings include comprehensive financial planning aimed at growth and wealth preservation, retirement planning focused on tax-efficient asset distribution, and estate and charitable planning to facilitate legacy transfer. The firm employs a collaborative approach, working closely with clients to address their unique financial circumstances and goals, whether that involves planning for retirement, transitioning businesses, or optimizing charitable giving. FSA Wealth Management serves clients primarily located in the Boston area, including Needham, MA, and the surrounding regions, providing tailored solutions to meet the varying needs of its diverse client base.

FSA Wealth Management operates as a fee-only fiduciary, generating revenue primarily through advisory fees charged for their financial planning and investment management services. Clients engage in a structured advisory relationship where fees are typically based on a percentage of the assets under management or a flat fee for specific financial planning services. This transactional structure allows for transparency and aligns the firm's interests with those of its clients, promoting a long-term relationship. Specific pricing plans for these services are outlined during initial consultations, ensuring that clients understand the costs associated with both comprehensive wealth management and targeted financial solutions.

The firm’s commitment to personalized service and fiduciary responsibility underscores its approach to revenue generation, fostering trust and loyalty among clients. Following its acquisition in December 2025, FSA Wealth Management, LLC will leverage the resources of Allworth Financial Holdings, LLC to enhance its business development. The acquisition is expected to facilitate new product developments aimed at improving financial services offerings. Plans are underway to expand into additional markets, specifically targeting regions outside of the Boston area to broaden its client base.

The infusion of resources from Allworth Financial will support these initiatives and enable the firm to explore new strategic opportunities.