Personal Services

Our personalized financial planning service is designed to take a comprehensive look at your finances and provide you with lifelong guidance in pursuit of your goals. Your financial advisor will work with you one-on-one to help you identify, clarify and prioritize your financial needs and wants. Then, they’ll develop a personalized plan to help you pursue your short, intermediate, and long-term goals. Your advisor will carefully monitor your progress and make necessary adjustments as the market, your needs, and circumstances change over the years.

At Burrows Capital Advisors, we see more than a portfolio when we look at you. We see you and the complex needs, desires, and circumstances surrounding your wealth management strategies and preferences. Our approach to wealth management is a reasonably conservative one. We aim to help hard-working families like yours protect what they’ve spent their lives earning by effectively navigating risk. Meanwhile, we’ll also help you grow your assets and maximize their income potential through careful monitoring and strategic adjustments.

Whether you’re just starting out, nearing or already living in retirement, effective retirement planning can have a profound impact on your financial outlook for these important years. You want to take the necessary steps to help protect and grow what you’ve worked a lifetime to earn and achieve. We can help. Our retirement planning specialists will develop a comprehensive plan to help you maintain your desired lifestyle in retirement, while also working to preserve the legacy you want to leave for your loved ones. In short, we’ll help you retire with confidence.

We believe that when risk is effectively managed, returns naturally follow. This is why we are highly communicative with our clients, which means when the market takes a downturn, you can maintain your confidence in your strategies and in our responses. In addition to helping you manage your risk exposure in the market, we also help you manage other risks through comprehensive insurance planning. We’ll help you assess your risk exposure and find the most appropriate insurance coverage to suit your specific needs.

The Burrows Captial Advisors team is experienced and equipped to help you maintain balance in your portfolio through effective asset management. For families who hold special assets, such as a small business or real estate, we can also provide specialized services to help you manage these assets, including the often complex processes involved in effectively transferring these assets to the next generation. We are accustomed to navigating intricate complexities of family dynamics and special asset management.

^{*Investment in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system of financial planning strategy can guarantee future results. The information in this material is not intended as tax, legal or estate planning advice. Please consult legal, tax or estate planning professionals for specific information regarding your individual situation.}