Types Of Clients

Massachusetts Wealth Management provides investment advice to Individuals, Trusts, and Charitable Organizations.

We take pride in assisting our clients with all their financial needs from buying a house, saving for college, and planning for retirement.

We meet with our clients at a minimum semi-annually, and review their portfolios quarterly.

In addition, we publish quarterly reports within thirty days of quarter end indicating changes in value both in dollars and percentages for the quarter, year to date and since inception.
Our minimum account opening requirement is $250,000.