Essex Private Wealth Management

EST. AUM
$330,541,181

CONTACTS

CLIENT ACCOUNTS
797

Firm Details

Metro area Boston
CRD Number 149991
Website essexprivate.com
Client types

Overview

Essex Private Wealth Management, LLC is a fee-only registered investment adviser headquartered in Topsfield, Massachusetts, providing comprehensive financial planning and investment management services to individuals, families, and closely held businesses. The firm manages approximately $260.3 million in assets across 709 client accounts, with the majority held on a discretionary basis. Its core service offering encompasses financial planning, retirement income strategies, tax planning, estate and legacy planning, and portfolio management tailored to each client's risk tolerance and time horizon. Essex Private operates on a fee-only basis — employing asset-based and hourly fee structures — to ensure an objective, conflict-free advisory relationship. The firm serves clients across 10 U.S. states and territories, with a team of four registered investment adviser representatives led by President Brian Woodland.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Essex Private Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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