Spear Wealth Management
Joelle Spear, CFP®
CEO | Financial Advisor
Phone: 617-721-7177
945 Concord St.
Framingham, MA 001701
Navigating life’s transitions can be a complex journey, and Joelle Spear is dedicated to being a steadfast partner for families during these pivotal moments. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a parent, Joelle combines her extensive technical expertise with a personal understanding of the challenges that life changes can bring.
With a passion for alleviating the stress associated with significant life events—such as changing jobs, sending children to college, planning for retirement, or dealing with loss—Joelle empowers her clients to make informed financial decisions with clarity and confidence.
Joelle is renowned for her ability to cultivate strong, enduring relationships with her clients. She offers clear, thoughtful guidance that helps clients focus on what truly matters, steering them away from emotional impulses and financial noise. By delving deep into each client’s family dynamics, career paths, and personal challenges, Joelle recognizes that these elements are just as crucial as the numbers when it comes to financial choices.
With over two decades of experience, including 12 years at Fidelity Investments and 11 years at Canby Financial Advisors, Joelle leads the detailed planning process at Spear Wealth Management. She expertly addresses key questions such as:
- What considerations should I keep in mind when selling my business?
- When is the right time for me to retire, and will I have sufficient resources to enjoy the life I envision
- How can I manage my stock options or company stock in the most tax-efficient manner?
- What steps can I take to protect my family and establish a meaningful legacy?
In addition to her financial planning services, Joelle actively manages investment portfolios on a discretionary basis, always serving as a fiduciary. She designs customized investment strategies that align with each client’s specific goals, risk tolerance, and timeline, effectively bringing their financial plans to fruition and supporting long-term success.
Joelle believes that every client’s financial situation is unique. Her mission is to help clients understand how all the pieces fit together and to provide the trusted advice they need to achieve their aspirations.
Outside of her professional life, Joelle enjoys quality time with her husband and two children. Her hobbies include skiing, cycling, and competing in triathlons.