Fiduciary Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,315,164,333
Clients
109
Advisors
5
across 2 offices
About
Fiduciary Wealth Partners serves high‑net‑worth individuals, family trusts, foundations, estates, family limited partnerships and privately held companies with discretionary and non‑discretionary wealth management, financial planning and consulting services. The firm’s client base is concentrated among wealthier households and institutional family entities and does not include a roster of individual (non‑HNW) retail clients.
FWP tailors investment plans and may prepare Investment Policy Statements, allocating client assets among Independent Managers and a mix of individual securities, mutual funds, ETFs and, for accredited clients, private placements and alternative investments. The firm conducts ongoing manager monitoring and provides modular planning, family wealth education, governance facilitation and transactional consulting, including assistance with private company purchases or sales.
Noteworthy for a team of its size, FWP reports over $1.5 billion in regulatory assets under management and provides advice or oversight on roughly $2.4 billion in client funds across about 109 client relationships, leading to a relatively high asset concentration per client. The firm also sometimes serves as trustee for client accounts—creating custodial arrangements that trigger annual surprise examinations—and commonly uses third‑party managers and alternative vehicles that may be less emphasized by smaller advisory teams.
Client services
Expertise
Fee options
Flat fees may be charged at firm's discretion based on certain criteria (e.g., anticipated future earning capacity, anticipated future additional assets, related accounts, account composition, pre-existing client, account retention, pro bono activities, etc.) and for consulting services negotiated per engagement.
0.08% - 1.00% annually (varies depending on assets and services)
Main office
See office2310 Washington Street, 3rd Floor
Newton Lower Falls MA 02462
Advisors at this office
4
Offices (2)
Most active in
Florida · Massachusetts · Michigan · New Hampshire · New York
Also doing business as
Fiduciary Wealth Partners, LLC · Sjm Fiduciary Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Daniel G
Series 63, Series 65
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Daniel Grenier is a financial advisor at Fiduciary Wealth Partners, LLC with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm employs a tailored investment approach that includes discretionary and non-discretionary portfolio management, utilizing independent managers and alternative investment options while emphasizing family governance and education.
Luke M
Series 66
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Luke Mc Cullough is a financial advisor at Fiduciary Wealth Partners, LLC with a Series 66 designation and over 19 years of industry experience. He previously worked at BNP Paribas Asset Management USA, Inc. before joining Fiduciary Wealth Partners. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management, including discretionary and non-discretionary strategies, and emphasizes family governance and access to alternative investments.
Preston M
Series 63, Series 65
Boston, MA
Fiduciary Wealth Partners, LLC
Preston Mcswain is a financial advisor at Fiduciary Wealth Partners, LLC in Boston, MA, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers discretionary and non-discretionary portfolio management, creates Investment Policy Statements and family wealth governance structures, and assists with transactions involving privately held businesses.
Ralph W
CFA®
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Ralph Wetmore is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Fiduciary Wealth Partners, LLC since 2021. His prior experience includes roles at Beacon Pointe Advisors, LLC and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management solutions with a focus on family governance and access to alternative investments.
Stephen B
Series 65
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, financial planning, and consulting services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, and privately held companies. The firm offers tailored portfolio management and advisory services, including discretionary and non-discretionary oversight, with an emphasis on family wealth governance and access to private and alternative investments.
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