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Elevate Your Financial Vision with
Concierge Wealth Planning

At Seven Hills Wealth Planning, we specialize in empowering thriving business owners, corporate executives, and affluent families with candid financial advice and proactive investment guidance that aligns with your goals, values, and personal vision of success. We recognize that your needs are distinct, and that's precisely why we invest the time to understand who you are, what truly matters to you - for both yourself, and future generations.

 

For those embarking on, or planning for, a new chapter in life – retirement – we present bespoke strategies aimed at preserving your wealth and creating an income stream to fulfill lifelong dreams and ambitions. Our dedication to excellence is evident in the lasting relationships we foster, spanning multiple generations within the same families.

 

Building trust is at the heart of what we do, and we value your confidence in partnering with us. We welcome the opportunity to collaborate with you on your financial journey in the months and years ahead.

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John Lian CLU®, AIF®

Founder | Financial Planner

Phone: 508-722-5123

Fax: 508-519-0399

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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The Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CT, MA, NH, VT

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Click on the links for a copy of the Osaic Form CRS , and AmeriFlex Form CRS.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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