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One Charles Private Wealth

EST. AUM
$1,094,633,947

CONTACTS
4

CLIENT ACCOUNTS
376

Firm Details

Metro area Boston
CRD Number 286635
Website ocpws.com
Client types

Overview

Coastal Bridge Advisors acquired One Charles Private Wealth, adding its Hingham, MA office and approximately $1.1B in regulatory AUM. The firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. It utilizes a team approach in analyzing and planning clients' investment portfolios, estate plans, cash flow, income taxes, and retirement. The firm has qualified adviser representatives on staff with advanced business designations, ensuring that clients receive knowledgeable, unbiased advice. Clients count on the firm to stay on top of the ever-changing 'face' and unknowns of the market, its politics, and its people. The firm believes in a commitment to sustainable processes which leads to sustainable outcomes.

Platform Details

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Alternative Activity

Address

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

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