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Freedman Financial
Distance: 2.6 Mi8 Essex Center Drive
1960 Peabody -
Compass Point Retirement Planning, Inc
Distance: 3.9 Mi401 Edgewater Pl Ste 560
01880-6231 Wakefield -
Essex Financial Advisors
Distance: 5.6 Mi58 Main St
1983 Topsfield -
Collins Financial Advisors
Distance: 8.5 Mi1 W Foster St
02176 Melrose -
Bond Brothers , Inc.
Distance: 11.7 Mi145 Spring St
2149 Everett
Wealth Management Group, LLC
- 300 Rosewood Dr Ste 103
- Danvers, Massachusetts
- 1923
- Phone: (978) 624-3000
- Website
Description
Our clients are at the center of our entire process. We only offer services and investment products that are designed to move you toward your goals and fit your unique financial situation. As an independent wealth management firm, we represent our clients’ interests at every moment, and our independence is critical to our ability to offer objective, unbiased recommendations. Another benefit to working with an independent advisor is that we are not tied to one investment family or platform; we are free to recommend all investments that meet your needs and pass our stringent quality standards.
Rachael joined Stonehearth Capital in the summer of 2013 as an Associate Advisor. She is primarily responsible for proactively supporting Stonehearth’s Financial Advisors and providing excellent client service through meeting...
Stonehearth Capital Management At Stonehearth Capital Management, we have made a commitment to excellence and continuous improvement in everything we do. Our goal is to exceed our clients’ expectations for service, advice, and performance at all times. We judge our success as planners and professional investors based on the quality of our clients’ lives and their satisfaction with our unparalleled service. We involve our clients in every step of our process and ensure that they understand and support the decisions that we make.