A complete list of active advisors currently associated with MA Private Wealth, LLC

Warmer can help you find a great advisor at MA Private Wealth, LLC or one who fits your needs even better.

MA Private Wealth, a five-advisor team managing about $686 million for roughly 366 clients, serves individuals (including high-net-worth clients), families, trusts, estates, private foundations, and qualified retirement plans. The firm provides both discretionary and non-discretionary investment management, comprehensive financial planning and consulting, and retirement-plan advisory services. The firm’s investment process emphasizes fundamental analysis and portfolio construction using mutual funds, ETFs and individual debt and equity securities, with a generally long-term orientation while permitting shorter-term trading when warranted; portfolios are tailored to each client’s risk tolerance, liquidity needs and tax considerations and MAPW can also manage held-away retirement accounts. MAPW discloses it may recommend Independent Managers in the future but does not currently use them, and it incorporates third-party models and research into its recommendations. MA Private Wealth is notable among peers for sponsoring and acting as portfolio manager of a wrap fee program, an arrangement the brochure highlights could create incentives around program costs. The firm also discloses the use of testimonials and endorsements in its advertising and a no-cost model/research relationship with BlackRock Fund Advisors (contingent on maintaining a specified asset level), all of which the firm identifies as potential conflicts it addresses through due diligence and its fiduciary processes.

To learn more about the advisors currently working at MA Private Wealth, 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.