$50MM AUM | $360,000 GDC in Wellesley, MA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Merge | Succession | Continuity
Location
Wellesley, MA, US
Fee 0% Commission 100%
$360,000
Gross Revenue
135
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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