What We Do Dedicated To Your Financial Success
Welcome to Symmetry Wealth Solutions, your trusted partner in financial well-being since 2010. Serving clients nationwide, our mission is to provide effective, personalized life planning tailored to your unique financial picture. We are driven by our core values of client focus, industry experience, and local connectivity, ensuring that we deliver strategies aligned with your long-term goals. Our seasoned professionals bring a wealth of knowledge and stay updated with the latest industry trends to offer you informed and strategic advice.
We believe in building strong, lasting relationships and giving back to our community. Our comprehensive approach covers investment management, retirement planning, estate planning, and tax strategies, creating a balanced financial plan that adapts to your evolving needs. More than just advisors, we are your financial advocates, committed to helping you navigate the complexities of financial planning with confidence and clarity. Contact us today to start your journey towards financial symmetry and peace of mind.
About UsA Look Into Our Process
Our team believes that a tailored approach is essential to meet the unique needs of each client. Our process is designed to meet you where you are, understanding your current situation and aspirations, and guiding you towards your financial goals. It’s not just about creating a financial plan – it’s about building a lasting relationship with you. We are here to guide you every step of the way, providing the support and expertise you need to achieve financial symmetry and peace of mind.
Phil MelansonFounder and President
Phil Melanson is the CEO and an independent financial advisor at Symmetry Wealth Solutions, where he brings decades of experience in financial services to help clients achieve their financial goals. Before founding Symmetry Wealth Solutions, Phil held leadership roles at South Shore Bank, Bank of Boston, and MetLife, gaining a comprehensive understanding of financial planning and wealth management.
His career began in his family's construction business, which built homes in Boston’s suburbs. After two years at Westfield State, focusing on math and history, Phil spent seven years in the US Coast Guard, specializing in communications and cryptographic electronics.
Phil’s community service includes being a dedicated member of the board of trustees for The Accord School in Norwell, MA, where he serves as the chair of the facilities committee and sits on the finance committee. He is proud of his work renovating the gym and creating an outdoor platform, which was essential during the COVID-19 pandemic.
A passionate advocate for charitable causes, Phil actively participates in charity bike rides such as the Ride to End Alzheimer’s, the Pan-Mass Challenge, and the Face of America Gettysburg.
Phil comes from a large New England family of eight siblings and enjoys spending time with his nine nieces and nephews, as well as his six great-nieces and nephews. The Melanson family shares a love for ice cream, proudly visiting nearly every location along the Massachusetts Ice Cream Trail!
At Symmetry Wealth Solutions, Phil leads with a commitment to trust, transparency, and personalized financial solutions tailored to each client’s unique needs.
Stacy SmithDirector of operations
As Director of Operations at Symmetry, I oversee the Operations Department. We seek to build an integrated team that provides complete support to our internal and external clients through dedication, knowledge, and service with empowered team members who excel in their roles.
The Operations Department is comprised of associates who are actively involved in business processing and day-to-day operations of the firm.
I am a 2004 graduate of Trinity University (San Antonio) with a Bachelor of Science in Business Administration, concentrations: Marketing & Management.
Christopher Clarkfinancial advisor/investment specialist
I’m a Financial Advisor and Investment Specialist at Symmetry. With 19 years of financial services experience, I’ve honed my skills to guide clients toward their financial goals. I hold several FINRA licenses (Series 4, 7, 66, and 24), allowing me to navigate complex financial landscapes. I focus on practical financial planning, research, and portfolio management.
I graduated Summa Cum Laude from Texas Tech University in 2004 with a BBA in Finance. That academic foundation has been invaluable throughout my career.
Beyond the markets, I enjoy staying active, playing frisbee with my dog Bandit, and cheering for Arsenal FC.