Topsfield, MA Office

Team
Updated today

Essex Private Wealth Management LLC

Supported

Firm-wide stats for Essex Private Wealth Management LLC

Total advisors

3

Across 2 offices

Clients per advisor

72 High

Avg AUM per client

$1,524,342 High

HNW client ratio

44% High

About

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.

Based on Essex Private Wealth Management LLC

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)

Based on Essex Private Wealth Management LLC

Location

7 Grove Street, Suite 201

Topsfield MA 01983

Advisors at this office

2

Advisors at this office

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Peter M

Series 63, Series 65

Topsfield, MA

Essex Private Wealth Management LLC

Peter Mulholland is a financial advisor with Essex Private Wealth Management LLC in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Huntwicke Securities, LLC since 2016 and has been involved with Huntwicke Advisors, LLC since 2009. Outside of finance, he co-manages a family dairy farm specializing in milk goats and cheese production. Essex Private Wealth Management serves individuals, trusts, estates, retirement plans, and charitable organizations with customized wealth management and investment advisory services. The firm constructs portfolios primarily using mutual funds and ETFs, applying both fundamental and technical analysis with a generally long-term orientation.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
user avatar

Brian W

Series 63, Series 65

Topsfield, MA

Essex Private Wealth Management LLC

Brian Woodland is a financial advisor with Essex Private Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Essex Private Wealth Management since 2009 and is also involved in several business ventures, including his role as president of Huntwicke Capital Group, which oversees various enterprises such as Ipswich Brewery Partners and Skillz Check Soccer, a youth soccer training organization. Essex Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations, managing approximately $330.5 million across about 216 clients. The firm offers discretionary and non-discretionary investment management along with comprehensive wealth planning, using a mix of mutual funds and ETFs with a long-term investment approach supplemented by both fundamental and technical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) General retirement planning College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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