Lapointe Wealth Management - Ubs Financial Services

Danforth Wealth Management, located in Boston, MA, is a team of experienced financial advisors dedicated to providing insight-based advice and customized strategies to help clients pursue their life goals. Led by Jonathan "Jock" Danforth, a Senior Vice President with over three decades of experience in the industry, the team focuses on developing long-term relationships through a commitment to quality client service. With a strong background in geology and a love for the ocean, Jock brings a unique perspective to financial planning, emphasizing thoughtful planning and protection for his clients' journeys. The team also includes William Danforth, a Vice President and Certified Financial Planner, who joined the firm in 2019 and brings a wealth of knowledge and experience in financial services. Together, they strive to be their clients' primary source of financial advice and help them confidently pursue their financial goals.

Supported by Monica Grant, an experienced service associate, Danforth Wealth Management provides comprehensive client service to high net worth families and non-profit institutions. With over 20 years of experience in administrative roles, Monica ensures that clients receive the highest level of support and assistance. The team's dedication to understanding clients' priorities and concerns, along with their commitment to quality and personalized service, sets them apart in the financial services industry.

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