A complete list of active advisors currently associated with Essex Private Wealth Management LLC
Warmer can help you find a great advisor at Essex Private Wealth Management LLC or one who fits your needs even better.
Essex Private Wealth Management advises individuals, high-net-worth clients, trusts, estates, retirement plans and charitable organizations, managing about $330.5 million for roughly 216 clients through a four-advisor team. The firm offers discretionary and non-discretionary investment management, comprehensive wealth management, standalone financial planning and retirement-plan advisory services. Portfolios are constructed primarily with mutual funds and ETFs and managed with a generally long-term orientation, though the firm may reallocate or trade shorter-term to meet client objectives or tax and legacy considerations; investment selection combines fundamental and technical analysis alongside internal due diligence. The advisor works with clients to set asset allocation and investment policy statements, provides ERISA plan services (including 3(21) or 3(38) fiduciary roles), and typically custodians client assets on an institutional platform. What distinguishes the firm from many peers is its affiliation with an affiliated broker‑dealer, Huntwicke Securities, and common personnel who also act as registered representatives—those separate capacities can result in commission-based implementations distinct from the firm’s advisory fees. The firm is owned by Huntwicke Capital Group and typically uses Fidelity’s institutional platform, arrangements that the disclosure notes bring both operational benefits and potential conflicts that are disclosed to clients.
To learn more about the advisors currently working at Essex Private Wealth Management LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Topsfield, MA
| 34
| |
Topsfield, MA
| 3
| |
Topsfield, MA
| 34
| |
Topsfield, MA
| 32
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")