Flagship Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$434,840,858
Clients
597
Advisors
4
of 4 employees
About
Flagship Private Wealth is a registered investment adviser serving individuals (including high-net-worth clients), corporations and charitable organizations, managing roughly $447 million across about 597 client relationships. The firm provides ongoing discretionary portfolio management, financial planning, and access to specialized account offerings such as its Manager Access Select platform and the Flagship Private Wealth Wrap Fee Program.
FPW customizes strategies to each client’s goals, documenting income, tax circumstances and risk tolerance, and typically manages accounts on a discretionary basis using methods that include modern portfolio theory, fundamental and quantitative analysis as well as long‑term trading. The firm monitors accounts on an ongoing basis (daily operational monitoring with at least quarterly formal reviews) and delivers regular account reports through the client’s custodian.
Noteworthy for a firm of its size, Flagship acts as sponsor of a wrap fee program—a relatively uncommon offering among peers—and several supervised persons are also registered representatives of LPL Financial and licensed insurance agents; when acting in those broker‑dealer or insurance roles they may receive transaction‑based compensation, a potential conflict the firm discloses and periodically reviews. The brochure also states FPW requires custody with LPL Financial and receives various non‑transactional support and services from LPL, which the firm identifies as an economic relationship it monitors and discloses to clients.
Client services
Expertise
Fee options
Financial planning fees range from $750 to $7,500 based on complexity, payable in advance
1.35% annually (maximum annual fee)
Main office
400 Trade Center Suite 4990
Woburn MA 01801
Advisors at this office
4
Most active in
California · Colorado · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Pennsylvania · Texas · Virginia
Also doing business as
Flagship Private Wealth · Flagship Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ronald G
CFP®, Series 63, Series 65
Woburn, MA
Flagship Private Wealth
Ronald Giunta is a CFP®-certified financial advisor with 30 years of industry experience. He has been with Flagship Private Wealth since 2015 and concurrently associated with LPL Financial since 2010. Giunta provides investment advisory services through Flagship Private Wealth, an independent registered investment advisor firm based in Woburn, MA. Flagship Private Wealth serves individuals, corporations, and charitable organizations, managing approximately $447 million across about 597 client relationships. The firm offers discretionary portfolio management and financial planning, employing strategies that incorporate modern portfolio theory, fundamental and quantitative analysis, and long-term trading.
Giana H
Series 66
Woburn, MA
Flagship Private Wealth
Giana Hebert is a financial advisor at Flagship Private Wealth with 15 years of industry experience. She holds the Series 66 designation and has been with Flagship Private Wealth since 2015. Prior to that, she has been associated with LPL Financial since 2011. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm provides discretionary portfolio management, financial planning, and offers specialized account programs, employing a combination of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.
Karl W
CFP®, Series 63, Series 65
Woburn, MA
Flagship Private Wealth
Karl Warner is a CFP® professional with 34 years of experience in the financial services industry. He has been with Flagship Private Wealth since 2015 and also affiliated with LPL Financial since 2010. Warner provides investment advisory services through Flagship Private Wealth, an independent firm he started managing in 2018. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations, managing approximately $447 million across nearly 600 client relationships. The firm offers discretionary portfolio management, financial planning, and specialized account platforms, employing a mix of modern portfolio theory, fundamental and quantitative analysis, and long-term trading strategies.
Elizabeth J
CFP®, Series 63, Series 65
Woburn, MA
Flagship Private Wealth
Elizabeth Johnson is a financial advisor with Flagship Private Wealth, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including roles at Flagship Private Wealth since 2015 and LPL Financial since 2010. Flagship Private Wealth is a registered investment adviser serving individuals, corporations, and charitable organizations. The firm manages approximately $447 million across nearly 600 client relationships, providing discretionary portfolio management, financial planning, and specialized account offerings tailored to clients’ goals and risk tolerance.
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