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Empire Wealth Strategies, LLC

101 Federal Street, 19th Floor
Boston, Massachusetts 02110
(617) 314-7575

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Sandra's Video Speaking with Sandra

Welcome to Sandra Gilpatrick, CFP ®,CDFA™,
Wealth Consultant, LPL Financial

Who are my clients?

My goal is to help empower women to feel financially confident. I am focused on helping professional women born 1964 or younger who live or work in Boston with their unique financial needs. I aim to help make finances more understandable for my clients. It is important to be comfortable working together, as forming long-term relationships with clients is a core objective of my practice. I strive to create a thoughtful experience I would enjoy as a client:

  • Objective advice that puts clients interests first
  • Transparency in how I am compensated
  • Availability for appointments after work and weekends to fit clients’ busy schedules

One way I thank my clients is by hosting appreciation events. I intend to add value by sharing topics I hope will improve their lives. I am a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST ® with over 20 years of industry experience. Women often contact me before life changing events including switching jobs, having a baby, inheritance, or marital change. I welcome prospective clients to call my office (617) 314-7575 or email sandra.gilpatrick@lpl.com.

I look forward to hearing from you!

Sandra Gilpatrick

Click here to learn more about me. 



Read about my appearance as a panelist for the Women Willpower Summit

Daily Local News: Business

All entities and presenters are separate and not affiliated with LPL Financial



Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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