At Essex Wealth Management, we understand that finding financial clarity against the dynamics of busy lives and evolving objectives can be challenging. To protect yourself and your assets, you need to identify vulnerabilities in your wealth management, close the gaps, and create opportunities.
We bring over 30 years of industry experience and work with a select clientele who seek reliable financial solutions. As our clients’ stewards, we provide the guidance, resources, and strategies needed in life and business. Our goal is to help ensure that each client we serve can manage their financial life with clarity and confidence.
We purposefully limit our number of clients in order to deliver the in-depth support that we believe drives the best outcomes. Our high-touch, high-quality service provides you with not only a go-to resource—but with lifelong partners guiding you with care across the wealth management landscape.
Our Mission:
- Provide disciplined planning-based wealth management: Our focus on financial planning takes an active role in helping our clients and their families make the best possible financial outcomes.
- Take the time to get to know our clients: We deeply value the uniqueness of each person and personalize our support around each individual’s and/or family’s financial values.
- Listen to what clients value most: We are responsive and caring about our clients’ unique needs. By actively listening for their specific concerns, we’re able to guide them toward the prosperity they uniquely envision.
- Deliver ongoing, reliable financial support: We believe in helping clients with all aspects of their life and being there in good times and bad. Once you’re our client, we’ll be by your side and looking out for your best interests.
- Design solutions to help achieve financial success: Your financial life should improve with our support, and we dedicate our experience and expertise to meet this priority in everything we do. We strive to seek out the best solutions while being accountable to satisfy our clients’ stated objectives and goals.
A Collaborative Team Focused on Your Unique Needs
Essex Wealth Management unites diverse professionals with a shared commitment: to help every person we serve make smart and informed decisions. As our client, you don’t receive support from only one person — you gain our collective opinions and perspectives. We genuinely enjoy aligning our team’s efforts and focusing on the unique needs of each client. Further, we believe in transparency and constructive conversations, both in our work together and on behalf of the clients we serve.
