FINRA BrokerCheck

What We Do

When you’re managing complicated finances on your own — amidst life’s other myriad responsibilities — your to-do list can quickly add up. Connecting all the pieces into a coordinated plan while proactively meeting your goals requires the right perspectives guiding you.

At Essex Wealth Management, we’re ready to help ensure our clients remove complexity from their financial planning experience — so they meet their goals in every step. We offer a full range of services centered around each client’s unique financial priorities, backed by deep planning and capital markets experience.

Wealth Management for Individuals and Families

After many high-earning years in a career and raising a family, the strategies you need require a deeper ability to navigate the financial landscape. Growing and preserving your assets — while protecting loved ones — becomes a daily, disciplined responsibility. We can support you with complete wealth management for your breadth of financial responsibilities, while offering the clarity that fosters sound decisions.

Wealth Management for Business Owners

As a business owner, you have unique challenges that include addressing your personal and professional wealth. While aligning financial strategies in both areas of your life, you must coordinate tax intricacies, address operational goals, and more. Essex Wealth Management can meet your breadth of objectives with steadfast support and proactive guidance that prepares you for the road ahead.

Our services include:

Identify the retirement you envision, then develop the income you need to last your lifetime and support your goals and dreams.

Gain proactive guidance that helps you develop tax-efficient, wealth preservation strategies tailored for you and your family’s unique needs.

Protect yourself and your business by preparing for unexpected pitfalls and identifying potential risks before they occur.

Create competitive, robust benefits that attract and retain employees while supporting your bottom line.

Assess your current coverage (life, health, disability, etc.) and fill any gaps, so you always protect yourself, your family, and your business.

  • Life
  • Disability
  • Long Term Care

Align your financial goals with the investments that match your specific risk tolerance, timeline, and tax needs.

Improve your bottom line and efficiently manage your liabilities to help ensure taxes don’t eat up your assets.

Plan ahead and put college costs within reach in an ever-increasing tuition environment.

Experience a relationship you can depend on, where you receive service, guidance, and support that help you live your best life.