Firm name: Lund Wealth Management Firm location: Plainville, MA Firm size: 2 team members AUM Advisory: $41,095,502 Year founded: 2006 Joined Carson: April 2019 We are excited to announce Lund Wealth Management is now a Carson Partner firm! The Massachusetts-based firm was founded in 2006 by current president and wealth advisor Christopher Lund, CFP®, AIF®, RICP®. Lund prides itself on understanding their clients’ values and priorities before crafting a customized financial roadmap for wherever they’re at in life – planning for retirement or already retired. The firm works to position business owners and successful families for current and future success by considering all possibilities so clients can confidently make decisions. Its provided services include:
- Portfolio management
- Wealth planning
- Risk management
- Estate planning
- Tax planning
A common vision of putting the client first and providing a high-level customer experience is why many firms like Lund have chosen to join Carson Partners. Founded in 2012, the Partner program simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management and operations for advisor firms. With over 90 partners, Lund joins a strong community of like-minded firms.
