Wellesley, MA Office

Downtown Wealth Studios, LLC provides customized wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, businesses, and endowments. The firm constructs portfolios of individual equities, ETFs, mutual funds, and bonds and typically includes financial planning as part of its wealth management engagements.

DWS generally manages accounts on a non‑discretionary basis and obtains client approval for trades, though it will exercise discretion in certain circumstances; as of December 31, 2025 the firm reported $563,471,530 in assets under management, approximately $522,057,932 of which is managed non‑discretionarily. Investment decisions combine fundamental and technical analysis, a long‑term orientation with occasional shorter‑term reallocations, and internal due diligence, and the adviser seeks low‑cost mutual fund share classes when feasible.

Notable features include operating nine offices while serving a relatively small client base of 45 clients with a four‑adviser team, and being founded in January 2023 as a wholly owned subsidiary of Creative Wealth Collaboration LLC. The firm discloses an institutional relationship with BNY Pershing (including past technology and marketing support that ended December 31, 2024), the use of standing letters of authorization that confer custody responsibilities, and an intention to engage paid promoters for client referrals.