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Financial Advisor   

$50MM AUM | $325,000 GDC in Wellesley, MA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Wellesley, MA, US
12 Month Gross Revenue
$325,000
Number of Accounts
135
Avg Client Age
60

Overview

We are a boutique wealth management firm offering separately managed accounts. We provide a complete set of financial solutions to augment our wealth management, including estate and financial planning, tax planning and tax compliance. Each investment portfolio is designed to meet the financial objectives and circumstances that are unique to each client.

 
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