Broker Check

Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375


The Waddell & Reed Wealth Management Site provides a holistic view of your financial life in one secure location.

Organize your financial life with a consolidated view of all your accounts maintained with us and elsewhere. Work directly with the team at Concord River Financial to set budgets, create "What if?" scenarios, and develop a financial plan to assist you in the pursuit of your financial goals.

What can the Wealth Management Site do for you?

The portal can help you establish budgets and maintain spending. It can determine and monitor your net worth. Together we can establish, monitor and update your goals. In short, you will have 24-hour access to a personal website that uses sophisticated technology to offer you a consolidated view of your financial life in one secure location.