fbpx

Will Salazar

Financial Advisor for Nurses and PA's

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Concord Wealth Management Will Salazar
Wakefield, Massachusetts

Serving Clients Nationwide

Financial Advisor for Nurses and PA's

Areas of Focus

  • Budgeting
  • College Funding
  • Getting out of Debt
  • Insurance
  • Investing

About Me

Will Salazar achieved a Bachelor’s in Culinary Arts Management from Johnson and Wales University. After years as a professional chef, including showings on the Food Network and the show “Chopped,” he had a traumatic event pivot his career path.

Will’s dad passed away due to a long journey that stemmed from an episode involving medical negligence in a local hospital. This opened Will’s eyes to the fact that most people are unprepared for events of uncertainty, which is exactly what his family experienced. This event caused Will to do some research on Medical Professionals which led him to believe that a lot of people in the medical profession do not have a stable financial plan for their future. Will decided that he wants to help medical professionals since he believes there is a direct relationship between financial health and physical health for both providers and patients.

Will takes pride in his ability to be a problem solver who also exhibits detail oriented work. He is readily available for his clients despite their challenges at hand. He looks forward to rehabilitating his client’s feelings and opinions toward their financials.

Will grew up in Mayport, Florida, and now resides in Littleton, Massachusetts. In his personal time he enjoys playing with his two-year-old daughter, reading, working out, meditating, and listening to podcasts.

Location

701, Edgewater Drive, Wakefield, Massachusetts, 01880

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Commissions
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' above to get started. This quick 20-minute call will be 2 minutes of me saying hello and 18 minutes of me asking you questions so that by the end, we will know more about these 4 things : Your goals. The sky is the limit. Identify any areas in your life where you can make an instant impact. We will identify three key areas you want to feel better about. Your feelings about our conversations and any questions you may have for me. During sign up, please let me know if there are any areas you want to discuss right away. Because you are incredibly busy, I have included a text reminder option. We will not keep or collect your phone numbers. We will not contact you by phone or sell your information.

Offers Investment Management

Yes

About our Firm

Our Mission is to help Nurses and PA’s create a strategy for an uncertain future. We work as a guide to ensure you and the ones you love are ready for uncertainty. Our practice has been developed with nurses and the specific challenges you go through. We use a simple method that focuses on three strategies, Protection, Savings and Growth. It is our goal that you live the life of your dreams.

We are located in Massachusetts, yet we have a national reach, working with Nurses and PA’s from all over the country. We are trained specifically to understand your unique needs.

Registered Representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC. (HTK) Registered Investment Advisor, Member FINRA/SIPC.701 Edgewater Drive, Suite 310, Wakefield, MA 01880 (781) 966-2980. Concord Wealth Management is unaffiliated with HTK. HTK is a wholly owned subsidiary of Penn Mutual Life Insurance Company. HTK does not offer tax or legal advice. Always consult a qualified legal professional for your personal estate planning situation.

Education

Southern New Hampshire University, Accounting and Finance | Bachelor’s in Culinary Arts Management from Johnson and Wales University

Volunteer Experience

Habitat for Humanity - Massachusetts Audubon Society

Badges

Hobbies and Interests

  • Bird Watching
  • Camping
  • Cooking
  • Exercising
  • Family
  • Reading
  • Soccer
  • Volunteering
  • Working Out
  • Writing

Who We Serve

  • Healthcare Professionals