Essex Wealth Management offers in-depth personal financial planning and independent, fee-based estate, insurance and investment planning services. Nick Houmis and Brian Snerson founded Essex Wealth Management in 2005 to help busy Wall Street and corporate executives, business owners and families develop strategies to avoid unnecessary taxes and protect wealth in the most coordinated manner possible.
Our mission is to take the time to get to know our clients, listen to what they value most in their lives and then use our experience and expertise to design planning solutions that will help them achieve their financial goals.
Client Centered
Without any conflicts of interest we put your needs first.
