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Daniel G
Series 63, Series 65
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm employs a tailored investment approach that includes discretionary and non-discretionary portfolio management, utilizing independent managers and alternative investment options while emphasizing family governance and education.
Luke M
Series 66
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with a Series 66 designation and over 19 years of industry experience. He previously worked at BNP Paribas Asset Management USA, Inc. before joining Fiduciary Wealth Partners. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management, including discretionary and non-discretionary strategies, and emphasizes family governance and access to alternative investments.
Ralph W
CFA®
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Ralph Wetmore is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Fiduciary Wealth Partners, LLC since 2021. His prior experience includes roles at Beacon Pointe Advisors, LLC and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management solutions with a focus on family governance and access to alternative investments.
Stephen B
Series 65
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.
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