Who we are

At Sowa Financial Group, we are a team of experienced financial advisors dedicated to serving the New England area. As a Registered Investment Advisor, we offer fee-based investment management and comprehensive financial planning services to help our clients achieve their financial goals. Our advisors are properly registered and licensed to conduct business with residents of the states where we operate. We take pride in providing personalized and tailored financial solutions to meet the unique needs of each client.

What we Do

Our primary focus at Sowa Financial Group is to help our clients build and preserve wealth through sound investment strategies and financial planning. Whether you are planning for retirement, saving for your children’s education, or looking to grow your assets, our team of advisors is here to guide you every step of the way. We offer a range of services including portfolio management, retirement planning, estate planning, tax strategies, and more. With our client-centric approach, we strive to provide the highest level of service and expertise to help you reach your financial objectives.

Why you should use us

Choosing the right financial advisor is a crucial decision that can have a significant impact on your financial future. At Sowa Financial Group, we differentiate ourselves by offering personalized, unbiased advice tailored to your specific needs and goals. We believe in transparent communication, integrity, and putting our clients’ interests first. Our fee-based structure ensures that our incentives are aligned with yours, so you can trust that we are always working in your best interest. With our extensive experience and expertise in the financial industry, you can have peace of mind knowing that your financial future is in good hands with Sowa Financial Group.

What can you ask?

• How can I create a personalized investment plan that aligns with my financial goals?
• What strategies do you recommend for minimizing taxes and maximizing returns on my investments?
• Can you help me develop a comprehensive retirement plan that ensures financial security in my golden years?
• How do you approach risk management and asset allocation in investment portfolios?
• What types of insurance products do you offer to protect my assets and loved ones?
• Do you provide guidance on estate planning and wealth transfer strategies?
• How often do you review and adjust investment portfolios to adapt to changing market conditions?