$120MM AUM | $1.2MM GDC in Needham, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Needham, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
300
Avg Client Age
60
Overview

Wellesley Private Advisors is an advisors owned firm. We are always open to acquiring the practices of seasoned professionals, or allowing colleagues to roll-up under our flag.

We provide a highly personalized, custom client experience by offering independent, objective, and comprehensive advice to successful individuals, families, and select foundations and endowments.

Our mission is to coordinate with our client's team of legal, tax, estate planning, philanthropic, and investment management professionals to help deliver fully integrated, cohesive solutions for the many different facets of our client's financial lives and allow them to maximize the use of their resources.

We are committed to providing attentive service and personal counsel. This includes closely monitoring client wealth management plans and adjusting them as goals and needs change.

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