Matthew Geremia is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Ashwood Advisors and has prior experience at Commonwealth Financial Network and Northwestern Mutual. He also manages a property in Medfield, MA, occupying a small portion of his time. Ashwood Advisors serves individual and high-net-worth clients, as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment process uses economic and fundamental analysis combined with quantitative screening, including the fi360 Fiduciary Score™, to manage portfolios through strategic asset allocation and periodic rebalancing.

Stephen Geremia is a financial advisor with Ashwood Advisors who holds Series 63 and Series 65 registrations and has 35 years of industry experience. He has been with Ashwood Advisors since 1999 and has a longstanding association with Commonwealth Financial Network dating back to 1997. Outside of his advisory work, he is co-owner of Juniper Rock Farm and owns Portsmouth Stonework, a consulting business focused on historic home restoration. Ashwood Advisors serves individual and high-net-worth clients as well as small businesses, providing financial planning, wealth management, and consulting services. The firm’s investment approach integrates economic and fundamental analysis with quantitative screening, employing the fi360 Fiduciary Score™ to evaluate funds and ETFs, and offers portfolio management on both discretionary and non-discretionary bases.