Thomas "Tom" Fletcher CFP®

Chief Investment Officer
781-884-2350

Chief Investment Officer,  US Wealth Management

Tom has been dedicated to serving clients in the financial services profession for the past 40 years. His experience includes investment and wealth planning for high net worth individuals and small businesses, as well as an extensive background in institutional equity trading. 

As Chief Investment Officer for US Wealth Management, Tom designs custom investment portfolios to help our clients achieve their financial objectives. In conjunction with our rigorous financial planning process, Tom identifies key investment opportunities, determines strategic asset allocation, monitors investment performance, and communicates our investment outlook.

Throughout his career, Tom has held various leadership positions. Prior to joining US Wealth Management in 2013, Tom spent the majority of his career as an institutional equity trader for the Fidelity Investments asset management complex of over 250 funds. During that period, Tom was the head trader for many well-known, multi-billion dollar Fidelity mutual funds including Magellan, Equity Income, Low Priced Stock Fund, Fidelity Fund, and the Midcap Stock Fund. He also spent many years as the trading sector specialist in the technology, media and telecom sectors. While at Fidelity, he was an integral part of the investment process and collaborated extensively with portfolio managers and analysts, and was responsible for implementing profitable trading ideas and successful trading strategies.

Tom currently lives in Boston with his wife and son. He enjoys cycling, skiing, baking bread, and is a tropical fish enthusiast.

Toms education includes a Bachelor of Arts at Gordon College and Boston Universitys Center for Professional Education Financial Planning Program. Tom is a CERTIFIED FINANCIAL PLANNER™ .

 

 

 

 

 

Investment advice offered through US Financial Advisors DBA US Wealth Management, a registered investment advisor.