Flagship Private Wealth

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Client assets under management

$434,840,858

Clients

597

45% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

149

Very High

Average account size

$728,377

About

Flagship Private Wealth provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and corporate/other business clients. The firm documents client circumstances (income, taxes, risk tolerance) to set investment strategy, offers ongoing monitoring, and may refer portions of portfolios to third‑party money managers as part of client solutions.

FPW employs a blend of analytical methods — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and emphasizes long‑term trading while exercising discretionary authority to implement portfolio decisions and conduct daily monitoring with quarterly formal reviews. The firm also conducts due diligence on third‑party advisers and requires clients to use LPL Financial for custody and execution.

Notable distinctions in FPW’s brochure include its role as a sponsor of a wrap fee program (with wrap accounts managed the same as non‑wrap accounts) and that some supervised persons are registered representatives of LPL Financial and licensed insurance agents, which creates transaction‑based compensation opportunities outside advisory accounts that the firm discloses and documents. FPW also receives platform and support services from LPL (research, technology and practice‑management resources), a relationship the firm describes as a potential conflict of interest and addresses in its disclosure practices.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Fixed

Financial planning fees range from $500 to $7,500 based on complexity, payable in advance.

Percentage

1.35% annually

Main office location

Flagship Private Wealth

400 Trade Center Suite 4990

Woburn MA 01801, United States

Number of offices

Most active in

California · Colorado · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (781) 756-0090

Advisors at this firm

Ronald G

CFP®, Series 63, Series 65

Woburn, MA

Flagship Private Wealth

Ronald Giunta is a CFP® with 29 years of industry experience, currently serving at Flagship Private Wealth since 2015. He also has a longstanding association with LPL Financial dating back to 2010. Giunta holds Series 63 and Series 65 licenses. Flagship Private Wealth provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporate/business clients. The firm employs a blend of analytical methods and emphasizes long-term trading with ongoing portfolio monitoring and formal quarterly reviews.

Wealth management

Giana H

Series 66

Woburn, MA

Flagship Private Wealth

Giana Hebert is a financial advisor at Flagship Private Wealth with 14 years of industry experience. She holds a Series 66 designation and has worked at Flagship Private Wealth since 2015 and LPL Financial LLC since 2011. Flagship Private Wealth provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporate/business clients. The firm uses a blend of analytical methods and emphasizes long-term trading with discretionary authority, while also conducting due diligence on third-party advisers and requiring clients to use LPL Financial for custody and execution.

Wealth management

Karl W

CFP®, Series 63, Series 65

Woburn, MA

Flagship Private Wealth

Karl Warner is a CFP® with 34 years of industry experience, currently serving as an advisor at Flagship Private Wealth since 2015. He has also been affiliated with LPL Financial since 2010. Warner provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor. Flagship Private Wealth offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporate/business clients. The firm employs a blend of analytical methods and emphasizes long-term trading with discretionary authority, conducting ongoing monitoring and formal quarterly reviews.

Wealth management

Elizabeth J

CFP®, Series 63, Series 65

Woburn, MA

Flagship Private Wealth

Elizabeth Johnson is a CFP® with 30 years of experience in the financial services industry. She has been with Flagship Private Wealth since 2015 and also maintains an affiliation with LPL Financial. Johnson holds Series 63 and Series 65 licenses. Flagship Private Wealth provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporate/business clients. The firm uses a combination of analytical methods and emphasizes long-term trading with discretionary authority, while also conducting due diligence on third-party advisers and requiring clients to use LPL Financial for custody and execution.

Wealth management

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