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Gregory R. Sheehan, AIF®, Certified Financial Fiduciary®

Managing Partner / Financial Advisor

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Jean Kelley

Managing Partner / Financial Advisor

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Bill Kemple, AIF®, CPFA®

Financial Advisor

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Caitlin Trites

Registered Client Relationship Manager

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Trina Moskal

Medicare Planning Specialist

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The Wealth Transition Collective

1632 Northampton Street Holyoke, MA 01040
Phone: (413) 584-1805
Fax: (413) 584-1854

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, OH, RI, SC, SD, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or The Wealth Transition Collective.
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