Aevitas Wealth Management Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
When it comes to wealth management, you need a partner for all stages of your life—a firm that takes the time to understand where you are now, where you want to be, and how you want to leave things for generations to come. As you can see, our name reflects all of this. - Our firm's longevity (30+ years and counting) - Our long-term relationships with clients - Our dedication to helping people achieve their financial goals At Aevitas, we're a fee-only independent registered investment advisor. We concentrate in multi-generational asset management and financial planning services for individuals, families and small businesses. The firm manages over 300 million dollars’ worth of assets and services over 200 client relationships, and those relationships mean everything to us. Because our firm isn't affiliated with any company’s products, we have the freedom and flexibility to choose from a wide variety of options—options best suited to your individual needs. Our team offers a highly personalized approach: we get to know you, your work, your family, your passions, your dreams. We educate and mentor you every step of the way. This helps us develop a plan that will meet your financial goals. Interested in joining the Aevitas family? We'd love to have you. -------------------------------------------------------------------- Aevitas Wealth Management, Inc. (Aevitas) is a Registered Investment Advisor (“RIA”) located in the Commonwealth of Massachusetts. Aevitas provides investment advisory services and related services for clients nationally. Aevitas will maintain all applicable registration and licenses required by the various states in which Aevitas conducts business, as applicable. Aevitas renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
1-888-653-2347 
support@leadiq.com 
