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Our Associates

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

William LeClair

Financial Advisor

(781) 556-5192

(781) 930-0725

williamleclair@baypointewealth.com

EXPERIENCE: Bill has been in the financial services industry for over 15 years, focusing on providing investment and insurance strategies for his clients to help them achieve their financial goals. EDUCATION & CREDENTIALS: Bill is a...

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Matthew Cunningham

Financial Advisor

(781) 556-5192

(781) 930-0725

matthewcunningham@baypointewealth.com

I am valuable resource to divorce, estate and family law attorneys and CPAs .A niche part of my practice is working with divorced and widowed women over the age of fifty who are serious about retirement income planning. I help these...

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