Securing your dreams takes effort and energy, leaving little or no time for wealth management. At Fraga Wealth Management Group, we can help take this responsibility off your shoulders. We are a seasoned team of financial and legal professionals with more than 60 years of collective experience. In those 60 years, we have experienced various market cycles and have successfully guided our clients during these times, especially during periods of uncertainty.
Our goal is to help you maintain your standard of living and to preserve and distribute your wealth for and to your children and grandchildren. We help you simplify the demands of managing your wealth in order to enable you to devote time to your individual passions. We organize your assets and insurance, as well as develop and monitor asset allocation strategies and your financial and estate plans, to help simplify, consolidate, and integrate every aspect of your financial future.
We’ve helped others plan wisely. . . let us help you.
At the heart of our team is Chris Fraga. Chris has 20 years' experience handling clients’ most complex financial and estate planning issues. His multi-disciplinary approach makes him one of the area's most respected and sought-after advisors. Chris is the firm's “big picture” thinker and clients rely on his expertise for creating and implementing practical, prudent, and efficient financial, estate, and long-term care plans.
In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional and certified in long-term care (CLTC), Chris is also a practicing estate and long-term care planning attorney*. As a result, Fraga Wealth Management Group can provide comprehensive wealth management services to ensure that clients’ financial plans and estate plans are integrated and seamless.
Chris was selected by Consumers’ Research Council of America, in Washington DC, as one of America’s Top Financial Planners, 2006-2007. The criteria used in the evaluations included education, specialty training and continuing education, number of years practicing in the financial profession, financial certifications, and affiliations with professional associations and organizations.
Chris’s path as a financial professional was probably a foregone conclusion, as he started working for his father, Al, when he was in third grade. Not content to be a one-dimensional resource for his clients, Chris went to law school with the intent of incorporating the estate planning, long-term care planning, and estate settlement process into the existing financial service practice.
He divides his time between Fraga Wealth’s offices in Raynham, Massachusetts, and Naples, Florida.
Chris is a frequent lecturer on and author of articles on various financial and estate planning topics and is often called upon by his peers to assist with complex planning situations.
For more than 10 years, Chris has been named to Commonwealth’s President's Club, which recognizes the top 10 percent of advisors based on annual production at the firm. Chris is a registered representative and investment adviser representative of Commonwealth Financial Network.
He holds a bachelor’s degree in finance and investments from Babson College and his law degree from the New England School of Law, magna cum laude. Chris is a recipient of the American Jurisprudence Award for Estate Planning.
Outside of the office, Chris enjoys traveling, dining out, relaxing on the beach, and playing golf; he's also an avid baseball and football fan.
*Commonwealth Financial Network does not provide legal advice.
Christopher Fraga is proud to have been recognized as a President's Level advisor—a distinction based on annual production attained by just 14 percent of advisors affiliated with Commonwealth Financial Network during 2013.
For more than 40 years, Alfred Fraga has helped clients pursue their financial goals in a rapidly changing “high-tech” world without sacrificing the “high-touch” care that his clients have come to expect from him.
With his longevity in and continued commitment to the financial industry, Al is positioned to counsel clients in a way few other financial professionals can. Having seen first-hand the extremes of the market and its varying cycles, he brings experience, maturity, and the wisdom of a long-term perspective to every interaction with both clients and colleagues.
Al founded Fraga Financial Services, now Fraga Wealth Management Group in 1982, believing in the need to serve clients objectively in ways that met their best interests. This move came after a significant and successful career in the financial services industry as an estate planning representative with Connecticut General plus five years with the Internal Revenue Service United States Department of the Treasury. Al was also an Economics Instructor at Southeastern Mass. University, now UMass Dartmouth.
Al divides his time between the company’s offices in Naples, Florida, and Raynham, Massachusetts. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, and has received numerous industry awards and honors. He is a veteran of the United States Air Force, having served in the Korean War. He holds a bachelor's degree, magna cum laude, from Stonehill College, and a master's degree from the Graduate School of Economics at Boston College.
While his work ranks high on his list of passions, Al enjoys personal fitness training, gardening, golf, reading, dining with his wife Linda, and cheering the Boston College football team on to victory.