East Falmouth, MA Office

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.