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 provides wealth management, investment advisory, financial planning and consulting to high‑net‑worth individuals, family trusts, charitable trusts, foundations, retirement accounts and privately held companies. Services include both discretionary and non‑discretionary portfolio management, development of investment policy statements, coordination of tax and estate planning, and advice on private placements and alternative investments for accredited investors.
The firm tailors its recommendations through an initial and ongoing consultative process that assesses risk tolerance, time horizon and client objectives, and offers modular or comprehensive planning including family wealth education and governance. To implement client plans FWP typically allocates assets among Independent Managers, monitors manager performance, and may exercise discretionary authority where authorized while providing periodic reporting.
FWP’s reported regulatory assets (about $1.54 billion under management and approximately $2.4 billion of advisory activity) across roughly 109 clients reflects a concentration of larger accounts and a practice that does not serve lower‑net‑worth individual clients. The firm also occasionally serves as trustee for client accounts—creating custodial responsibilities subject to independent surprise examination—and generally works with multiple financial institutions rather than recommending a single broker‑dealer.
Client services
Expertise
Fee options
Flat fees may be negotiated based on certain criteria and for consulting services.
0.08% - 1.00% annually
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 seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Beacon Pointe Advisors, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm offers both discretionary and non-discretionary portfolio management and tailors its recommendations through a consultative process that considers risk tolerance, time horizon, and client objectives.
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 one year of industry experience. He holds the Series 66 designation and previously worked for Edward Jones and BNP Paribas Asset Management USA, Inc. He joined Fiduciary Wealth Partners in 2025 as part of a five-advisor team. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm customizes its recommendations through a consultative process and implements client plans by allocating assets among independent managers, offering both discretionary and non-discretionary portfolio management.
Preston M
Series 63, Series 65
Boston, MA
Fiduciary Wealth Partners, LLC
Preston Mcswain is a financial advisor with Fiduciary Wealth Partners, LLC in Boston, MA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, including prior work at Barclays Capital Inc. He has been with Fiduciary Wealth Partners since 2011. Fiduciary Wealth Partners provides wealth management, investment advisory, financial planning, and consulting services primarily to high-net-worth individuals, family and charitable trusts, foundations, retirement accounts, and privately held companies. The firm focuses on tailored recommendations through a consultative process and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.
Ralph W
CFA®
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Ralph Wetmore II is a CFA® charterholder with seven years of industry experience. He is currently with Fiduciary Wealth Partners, LLC, where he has worked since 2021. His prior experience includes roles at Beacon Pointe Advisors and BNP Paribas Asset Management. Fiduciary Wealth Partners provides wealth management, financial planning, and investment advisory services primarily to high-net-worth individuals, family trusts, and institutions. The firm emphasizes customized planning and typically allocates assets among independent managers while offering both discretionary and non-discretionary portfolio management.
Stephen B
Series 65
Newton Lower Falls, MA
Fiduciary Wealth Partners, LLC
Stephen Bonder is a financial advisor at Fiduciary Wealth Partners, LLC with two years of industry experience. He holds the Series 65 designation and has prior work experience at Clifton Larson Allen LLP and Blum Shapiro & Company, PC. Fiduciary Wealth Partners provides wealth management, investment advisory, and financial planning services to high-net-worth individuals, family trusts, charitable trusts, foundations, retirement accounts, and privately held companies. The firm uses a consultative process to tailor recommendations based on risk tolerance, time horizon, and client objectives, offering both discretionary and non-discretionary portfolio management.
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