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Woburn Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.
  • Wealth & Asset Management
  • Investing Consulting
  • Wealth Protection & Wealth Transfer
  • Advanced Planning
  • Relationship Management

Check out what our clients have to say about us!

“I've worked with Dale for over 6 years now. Over that span, my financial needs have changed considerably, but Dale's support and concern have never wavered. He has the heart of a teacher. He answered my specific questions, walked me through "what if" scenarios, shown me projections of retirement savings and walked me through monthly spending habits. He's responsive over email, phone or scheduled video calls.”
Michael M. This statement is a testimonial by a client of the financial professional as of 04/30/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

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Meet Your Financial Team

TOM ELKINS, AIF®

SENIOR VICE PRESIDENT OF WEALTH MANAGEMENT
  • Wealth Planning
  • 401(k) & 403(b)
  • Investment Planning Strategies
  • Tax Strategies
  • Retirement Planning
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DALE SARPARD

WEALTH ADVISOR
  • Retirement Planning
  • College Preparation
  • Getting Started
  • Budget Planning
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Contact Us

400 Trade Center #4850 Woburn, MA 01801 | Office: (781) 933-6533

OUR OFFICE
Call Us To Get Started. (844) 356-4934

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About Us

Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.

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