The Farrell Wealth Management Group was established to provide quality service and financial advice to our clients – individual investors, families, retirees, business owners, corporations, endowments and foundations.

Our focus is twofold:

Financial Planning - charting a course for your future

Tax Management - maximizing AFTER tax results

Bob's background in planning and in-depth knowledge of taxation make it possible for the Farrell Wealth Management Group to address the many challenges inherent to both planning and taxes. An integrated approach, robust, practical solutions.

We welcome the opportunity to work with and build relationships with people we respect and whose company we enjoy, both personally and professionally. We believe relationships based on trust allow us to enhance the level of service and expertise that we deliver to our clients.

Clients who choose to engage with Farrell Wealth Management Group within the context of an advisory relationship can expect recommendations based on a ‘bucket’ strategy of investing called Retirement on Your Terms. From your first paycheck to your last, retirement planning is a concern that runs consistently through all of life’s planning cycles. Click here to see how working with Farrell Wealth Management Group can help you address those concerns and retire on your terms.