Partnership Announcement

Allworth Financial + FSA Wealth Management

Greetings from Needham, MA

FSA Wealth Management has recently formed an exciting new partnership with award-winning Allworth Financial.  

Founded over 30 years ago by Northern Californians, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had the “Best in Class” designation bestowed upon it by the National Business Research Institute (NBRI), which ranks it among the most admired brands in the entire financial services industry.

With this new partnership, our office will be relocating to 800 South Street, Suite 350, Waltham, MA 02453. 

You can continue to contact us by phone at (781) 455-1020.

We have new email addresses listed below:

Simon.Heslop@AllworthFinancial.com
Gavin.Morrissey@AllworthFinancial.com
Greg.Gohr@AllworthFinancial.com
Meagan.Rogers@AllworthFinancial.com
Becca.Heslop@AllworthFinancial.com
Carol.Owens@AllworthFinancial.com

You’ve been redirected to the Allworth Financial website, where you’ll find the entire FSA Wealth Management team—ready and excited to continue supporting you. Whether you're planning for the future, navigating life transitions, or working toward your financial goals, we’re here to help every step of the way.

Most importantly, thank you for the trust and confidence you’ve placed in us. We’re honored to continue serving as your partner, advisor, and friend.

Please let us know if you have any questions. We look forward to seeing you soon!

You can learn more about our partners at Allworth Financial, here.

Our Team


 

Simon Heslop

Simon Heslop

Partner Advisor, CFA®

Gavin Morrissey

Gavin Morrissey

Partner Advisor, JD, LLM

Greg Gohr

Greg Gohr

Financial Advisor, AIF®

Meagan Rogers

Meagan Rogers

Associate Advisor

Becca Heslop

Becca Heslop

Associate Advisor

CAROL OWENS

Carol Owens

Service Administrator

Online Account Access