Five Star Wealth Manager1 2017, 2018, 2019, 2020, 2021, 2022 – recognized in Forbes Magazine, the Wall Street Journal, and Boston Magazine
Five Star 40 under 40 Wealth Managers1 award winner 2020 – recognized in Fortune Magazine
Nick grew up in Massachusetts and continues to reside there with his beautiful wife, Alyssa, and their two amazing children Nicholas and Emerson.
Nick began his financial planning career in 2009, immediately after graduating cum laude from Bentley University with a major in Economics and Finance. Throughout his 14 year career, he has built amazing relationships with clients, members of his professional network, and centers of influence. He feels extremely fortunate to be in a position to help people lower stress, free up time, and live more fulfilling lives through sound financial planning and smarter money decisions.
His fascination and passion for economics and finance all started through an economics course back during his high school years at St. John's Prep, and continued to grow throughout his college years at Bentley University, which is what led to his chosen major in Economics and Finance. His educational background and hunger to learn more helped him jump start his career in financial services right out of college.
Over the years, with the help of his team, ProWealth has grown into a full-service, comprehensive financial planning practice helping clients achieve better lives through better money decisions.
Outside of financial services, here are some personal and fun facts about Nick:
He is proud to serve on the board of the Boys & Girls Club of Greater Salem. This hits close to home as he was also a youth member of this club as a child and a volunteer worker as a teenager.
He participates in and helps organize charitable basketball tournaments.
His family is extremely important to him. He cherishes spending down time with his kids and wife, and enjoys playing competitive yard games with their large extended family.
Although he played lacrosse at Bentley University, basketball is his favorite sport. He continues to play competitively in men's leagues and tournaments across the state. (He is 6'4 and good if you ever need an extra player)
He enjoys golf, but admittedly needs to work on his game. He says it is a slow but steady work in progress.
He loves to eat and loves to work out, luckily those things complement each other when done correctly.
At ProWealth, Nick’s specific focus is helping physicians, business owners, athletes and executives clarify and achieve their ideal lifestyles, both now and in retirement, through ongoing financial guidance.
Paul is originally from London, Ontario, Canada. He’s always had a fascination with the markets and knew he always wanted to work in the financial world (despite his parents wishing he went into medicine).
Paul came to the U.S in 2007 and went to Northeastern University where he graduated with a dual major in Finance and Management Information Systems. Now residing in Boston, MA, he has been in the financial industry for over a decade.
Coming from a tight-knit family of immigrants, he learned that it takes hard work to achieve personal goals. Through that hard work, patience, and persistence, he was first named a Five Star Wealth Manager in 2021 and 20221.
Paul always puts his clients goals first. This is done by focusing on all the pillars of a plan: retirement, estate, and tax efficiency
He has a distinct approach to financial guidance, with an emphasis in helping high earners navigate the complexities of the market and the ever-changing tax environment. In building a partnership with clients, Paul takes the time to make sure clients understand how their financial portfolio works to meet their goals.
Mark Mulflur is a former fixed-income trader passionate about financial planning and wealth management.
Born in Delaware and raised in the Midwest, Mark built a successful financial industry career with Fidelity
Investments, trading in fixed-income securities. With his expertise in analyzing market trends and trading
for investment portfolios, he developed a reputation for delivering exceptional results for his Funds.
However, as life took a turn, Mark decided to retire from his trading career to focus on raising his children
while his wife, Laura, pursued her career in Boston and London. Embracing his new role as a stay-at-
home dad, Mark dedicated himself to creating a nurturing and supportive environment for his children.
During his time away from the trading floor, Mark deepened his knowledge of financial planning and
retirement strategies. Recognizing the importance of comprehensive financial guidance, he honed his
skills in investment management, risk assessment, and retirement income planning. Drawing upon his
experiences, Mark developed a deep empathy for individuals and families seeking to secure their
financial futures.
Now, armed with a wealth of knowledge and a genuine desire to help others achieve their financial goals,
Mark is embarking on a new chapter in his career. Joining forces with Pro-Wealth LLC, Mark is launching
his wealth management and retirement planning practice. Leveraging the extensive resources and
reputable services these industry-leading organizations provide, he is committed to delivering
personalized and strategic financial solutions to clients in Boston and beyond.
With a client-centered approach, Mark aims to develop long-term relationships based on trust, integrity,
and open communication. He understands that each individual's financial journey is unique, and he tailors
his strategies to meet his client's specific needs and aspirations. Whether it's building investment
portfolios, maximizing retirement income, or safeguarding assets, Mark is dedicated to empowering his
clients to make informed financial decisions and achieve financial security.
In his spare time, Mark enjoys exploring the vibrant city of Boston, immersing himself in its rich history,
and spending quality time with his family. He also volunteers at local organizations, sharing his financial
expertise to help individuals in need.
Through his extensive background in fixed-income trading, his commitment to family, and his newfound
passion for wealth management and retirement planning, Mark Mulflur brings a well-rounded perspective
and an unwavering dedication to helping his clients create a prosperous financial future.
Derek grew up in Massachusetts and continues to live here following his five years of active-duty service in the United States Air Force. While serving, Derek held the position of Senior Airman, Security Forces
Specialist. Derek’s promotion to Senior Airman was the result of receiving the prestigious Below the Zone distinction, which provided him with his promotion earlier in his career than expected. Derek also achieved recognition for his outstanding leadership throughout his military career, resulting in selection to numerous esteemed assignments.
During his time in the service, Derek became quite passionate about finance, particularly wealth management and the freedom that comes with appropriate and successful professional planning. Always with his nose in a book or online performing research, he continues to enhance his knowledge in his new role as a financial professional to find the best paths and bridges to success for clients. Derek is an ambitious, driven, dedicated, and enthusiastic leader who thrives on helping others achieve their financial goals and is excited about his career at ProWealth.
In his free time, Derek enjoys traveling, fishing, kayaking, rollerblading, and a newly found excitement for golfing. He also enjoys taking his extremely adventurous three-year old German Shephard, Loker, on long walks and hikes.
Cassidy Langan
Office Manager
Cassidy manages all client services and business administration. She assists with practice management, business processing, scheduling, service processes, and more. She uses her organizational and administrative skills to help provide outstanding customer service to our clients.
Cassidy is a recent graduate of the University of New Hampshire. She resides in Natick, Massachusetts with her family. She enjoys spending time with friends and family, and vacationing at her home in Florida.
1 The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one clients' experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,580 Boston wealth managers were considered for the award; 463 (13% of candidates) were named 2020 Five Star Wealth Managers. 2019: 3,619 considered, 566 winners; 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.
2 We do not provide tax advice. Please consult your tax professional regarding your particular situation.