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Rye, NH Office

Team
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Measured Wealth Private Client Group, LLC logo

Measured Wealth Private Client Group, LLC

Team

Firm-wide stats for Measured Wealth Private Client Group, LLC

Total advisors

10

Across 4 offices

Clients per advisor

63 Typical

Avg AUM per client

$785,350 Low

HNW client ratio

21% Low

About

Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and other businesses, providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation through a third‑party technology provider. The firm reports managing roughly $528 million in discretionary assets for about 633 clients and operates with a multi‑adviser team.

Measured Wealth emphasizes continuous account supervision and tailors portfolios using a mix of individual stocks and bonds, ETFs, mutual funds, and cash management, applying quantitative, cyclical, fundamental and qualitative analysis. The firm also documents use of option-writing strategies and margin in client accounts and maintains an ESG model that screens holdings using MSCI, Morningstar Sustainalytics and other third‑party ESG scores.

Noteworthy disclosures in the brochure include the firm’s use of derivatives and borrowing in separately managed accounts and its status as a wrap‑fee program sponsor, along with statements that it advertises hypothetical and performance results and uses endorsements in its advertising—features that are less common among peer team firms. The brochure also details affiliated insurance activities (through an affiliated insurance agency and relationships with an insurance field marketing organization) and participation in Schwab Advisor Services, with attendant economic benefits disclosed as potential conflicts of interest.

Based on Measured Wealth Private Client Group, LLC

Expertise

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting

Based on Measured Wealth Private Client Group, LLC

Occupation focus

Founder/Business Owner Executive

Based on Measured Wealth Private Client Group, LLC

Location

14 Sagamore Road

Rye NH 03870

Advisors at this office

7

Advisors at this office

user avatar

John B

Series 63, Series 65

Rye, NH

Measured Wealth Private Client Group, LLC

John Black is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for Wells Fargo Advisors LLC for 14 years before joining Measured Wealth in 2020. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses by providing discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets and employs a multi-adviser team approach, tailoring portfolios through a combination of individual securities, ETFs, mutual funds, and cash management, while incorporating quantitative and qualitative analysis along with ESG screening.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
user avatar

Edward B

Series 63, Series 66

Rye, NH

Measured Wealth Private Client Group, LLC

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 66 credentials and has 34 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and is also affiliated with H. Beck, Inc. Outside of his advisory role, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and emphasizes continuous account supervision with customized portfolios incorporating stocks, bonds, ETFs, mutual funds, and cash management alongside quantitative, cyclical, fundamental, and qualitative analysis.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Victoria G

CFP®, ChFC®, Series 63

Rye, NH

Measured Wealth Private Client Group, LLC

Victoria Gibbs is a CFP® and ChFC® with seven years of industry experience. She is currently with Measured Wealth Private Client Group, LLC and previously worked with Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. Gibbs is also a licensed independent insurance agent. Measured Wealth Private Client Group, LLC serves a diverse client base including individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm utilizes a multi-adviser team approach and offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
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Joseph N

CFP®, Series 65

Rye, NH

Measured Wealth Private Client Group, LLC

Joseph Neff is a CFP® and Series 65 credentialed advisor at Measured Wealth Private Client Group, LLC with seven years of industry experience. His prior roles include positions at MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors among others. Outside of his advisory work, Neff serves as a group and private martial arts instructor at Renzo Gracie New Hampshire and holds a volunteer financial director and treasurer role at Seacoast Community Church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, managing over $500 million in discretionary assets. The firm employs a multi-adviser team approach, using a range of investment strategies including ESG integration, option-writing, and margin within tailored portfolios.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
user avatar

George Z

CFP®, Series 66

Rye, NH

Measured Wealth Private Client Group, LLC

George Zaharopoulos is a CFP® and holds a Series 66 license with 21 years of experience in the financial services industry. He has worked at Measured Wealth Private Client Group, LLC since 2024 and previously held positions at Wells Fargo Clearing Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning services. The firm manages approximately $528 million in discretionary assets and employs a team-based approach, utilizing a variety of investment strategies including option-writing, margin, and ESG screening.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
user avatar

David M

CFP®, Series 65

Rye, NH

Measured Wealth Private Client Group, LLC

David Mcnamee is a financial advisor at Measured Wealth Private Client Group, LLC with 27 years of industry experience. He holds the CFP® designation and a Series 65 license. Prior to joining Measured Wealth, he worked at CLM Capital Management for 18 years and has served as a director at Partners Bank since 1991. Outside of advising, he is an independent accountant and serves as treasurer for a local community church. Measured Wealth Private Client Group advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-adviser team approach and utilizes a mix of investment strategies with attention to ESG factors.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
user avatar

Edward M

CFA®

Rye, NH

Measured Wealth Private Client Group, LLC

Edward Miller is a CFA® charterholder with 10 years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. Prior to this, he held positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC advises individuals, high net worth clients, families, charitable organizations, pension plans, and businesses, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm manages approximately $528 million in discretionary assets for over 600 clients, utilizing a multi-adviser team and a tailored investment approach that includes individual securities, ETFs, mutual funds, and ESG screening.

Options & derivatives strategies ESG / Sustainable investing Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner Executive
View complete list of advisors at this office
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