A complete list of active advisors currently associated with East Coast Wealth Management, Inc.

Warmer can help you find a great advisor at East Coast Wealth Management, Inc. or one who fits your needs even better.

East Coast Wealth Management provides discretionary and non‑discretionary investment management, financial planning, and retirement plan consulting primarily to individual and high‑net‑worth clients, as well as trusts, business entities and participant‑directed 401(k) plans. The firm typically implements AUM‑based advisory relationships and constructs portfolios using ETFs, mutual funds, and individual equity and fixed‑income securities, often allocating portions of client assets to independent third‑party managers. Portfolios are built from documented risk‑tolerance questionnaires and investor profiles and managed using a mix of fundamental and technical analysis with a long‑term orientation; the firm also monitors accounts quarterly and adjusts allocations as client circumstances change. In addition to standard equity and bond holdings, ECWM may use covered‑call option strategies and other derivative positions in managed accounts, and it discloses the possible use of margin and limited exposure to cryptocurrency‑linked securities. Noteworthy aspects include an affiliation with a CPA accounting practice owned by the firm’s principal, which the firm discloses when recommending tax or accounting services, and formal referral/compensation arrangements with named independent managers and wrap program sponsors. The firm is a relatively small advisory team managing roughly $153 million for about 200 clients and provides access to certain adviser‑only funds (e.g., Dimensional Fund Advisors), which can affect transferability of those holdings on termination.

To learn more about the advisors currently working at East Coast Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.