Danvers, MA Office
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MariPau Wealth Management LLC
Team
Firm-wide stats for MariPau Wealth Management LLC
About
MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and other business entities. Offerings include discretionary portfolio management (including SMA/UMA arrangements and access to third‑party Independent Managers), stand‑alone and annual retainer financial planning, topical consulting, and educational seminars.
The firm operates as a fiduciary and typically manages accounts on a discretionary, asset‑based basis, constructing portfolios from mutual funds, ETFs, individual securities, structured notes, cash, and model strategies accessed via the Signal/Orion platform. MariPau monitors client objectives and implements rebalancing or manager changes as needed, while custodial and trade execution are generally directed to a recommended custodian (Fidelity).
Distinctive features include a network of Advisory Affiliates whose underlying advisors operate under separate trade names but provide advisory services through MariPau as registered investment adviser representatives, and an affiliation with an insurance agency (Senior Benefits and Planning/Collier Financial) where certain representatives are licensed to sell insurance and may receive commissions. The firm also discloses management of annuity sub‑accounts (including MassMutual Ascend), an educational‑only approach to retirement plan rollovers under DOL guidance, and a policy of directing clients to a specific custodian for custody and execution.
Based on MariPau Wealth Management LLC
Location
5 Cherry Hill Dr, Suite 230
Danvers MA 01923
Advisors at this office
3
Advisors at this office
Douglas W
Series 65
Danvers, MA
MariPau Wealth Management LLC
Douglas Wisentaner is a financial advisor at MariPau Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Apex Wealth, Euclid Financial Services, and Strategies For Wealth Management. In addition to his advisory role, he is also an insurance agent specializing in life insurance and fixed annuities. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, including high-net-worth clients, corporations, and business entities. The firm operates as a fiduciary, managing discretionary portfolios that include mutual funds, ETFs, individual securities, and model strategies, while offering financial planning, consulting, and educational seminars.
George A
Series 63, Series 65
Danvers, MA
MariPau Wealth Management LLC
George Ambrose is a financial advisor with MariPau Wealth Management LLC in Danvers, MA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining MariPau Wealth Management, he worked with Apex Wealth - Paramount Financial Solutions and Partners Career Solutions. Outside of his advisory role, he owns Apex Wealth LLC, where he conducts insurance sales, and provides consulting services to GLP Financial focused on marketing and recruiting. MariPau Wealth Management offers tailored investment advisory, portfolio management, financial planning, consulting, and educational seminars for individual and high-net-worth clients. The firm employs a network of Advisory Affiliates and third-party managers, utilizes multiple platforms for asset management, and maintains a policy requiring custody of client assets at Fidelity.
Michael H
Series 65
Danvers, MA
MariPau Wealth Management LLC
Michael Hills III is a financial advisor at MariPau Wealth Management LLC with three years of industry experience. He holds a Series 65 designation and has worked with MariPau and Apex Wealth since 2022. Outside of advisory work, he operates as an independent life insurance agent. MariPau Wealth Management provides tailored investment advisory and financial planning services to individuals, corporations, and other entities, offering discretionary portfolio management and financial planning while operating as a fiduciary.
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