Advisory Business

Massachusetts Wealth Management (MWM) manages assets to the individual need of the client.

We are a Registered Investment Advisor (RIA) which means we have a fiduciary responsibility to you, putting your financial needs first.

We actively manage asset allocation within a mix of cash equivalents, investment grade bonds including corporate, municipal and treasury issues, as well as S&P ranked companies.

We concern ourselves with economic and business cycles as they impact asset prices.

We attempt to earn stock market rates of return with less than market risks.

All our assets are managed on a fully discretionary basis within the confines of an Investment Policy Statement (IPS) which we produce for each client. The IPS identifies risk, asset class mix as well as personal objectives and goals.

Our Expertise Includes:

  • Portfolio Management
  • Client Service
  • Understanding your financial needs
  • Developing a long term relationship

Massachusetts Wealth Management, LLC
807 Turnpike Street,
North Andover, MA 01845
P: 978-685-1050
F: 978-557-5463