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Transcending Wealth
Services
About
Insights
My First Book
Connect
Schedule a Call
Services
About
Insights
My First Book
Connect
Schedule a Call

Home Services About Luis Connect

Transcending Wealth, LLC
145 Tremont Street, Suite 201
Boston, MA 02111
info@transcending-wealth.com

Disclosure: Transcending Wealth LLC is an independent financial advisory practice.  Luis J. Román (CRD #6430169) holds FINRA Series 7 and Series 66 registrations.  All information provided on this website is for educational and informational purposes only and should not be construed as individualized investment advice, tax advice, or a recommendation to buy or sell any security.  Past performance is not indicative of future results.  All investments involve risk, including possible loss of principal.  Visitors should consult directly with a qualified financial professional before implementing any strategy discussed herein.  Links to third-party sites are provided for convenience and do not imply endorsement or responsibility for their content.  

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