Where are TSW Wealth Management employees located globally?

TSW Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has TSW Wealth Management's team size changed over time?

TSW Wealth Management's team has decreased from approximately 7 to 5 employees based on available data.

TSW Wealth Management Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

TSW Wealth Management is a boutique investment management firm based near Boston, Massachusetts. For three decades, it has offered independent financial guidance to individuals and families across New England and beyond, with a focus on retirement planning that combines financial planning, coaching, and portfolio management to help clients pursue their financial objectives. The firm emphasizes a highly personalized service model, leveraging the capabilities of larger institutions while maintaining flexibility and independence. Founded as Wells Financial Advisors, the company operates from Framingham, Massachusetts, and serves a client base that seeks objective, integrated wealth management solutions.

TSW Wealth Management Global Highlights

North America
5

United States Of America
5

TSW Wealth Management's Leadership

S. W.
Principal
Mobile Phone
Email
T. W.
Managing Principal
Mobile Phone
Email
J. D.
Client Services Associate
Mobile Phone
Email
K. C.
Registered Client Service Associate
Mobile Phone
Email

TSW Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from TSW Wealth Management

Name

Title

Contact Info

Location

Last Update

S. W.
Principal
Mobile Phone
Email
United StatesMassachusetts
Oct 25, 2025
T. W.
Managing Principal
Mobile Phone
Email
United StatesMassachusetts
Apr 16, 2026
J. D.
Client Services Associate
Mobile Phone
Email
United StatesMassachusetts
Sep 11, 2025
K. C.
Registered Client Service Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 25, 2025

Frequently Asked Questions

What is TSW Wealth Management known for?

TSW Wealth Management was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-508-655-****

. Explore TSW Wealth Management's company overview page for more information.

What is TSW Wealth Management's most common email format?

TSW Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more TSW Wealth Management email formats with LeadIQ.

How many employees does TSW Wealth Management have currently?

TSW Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are TSW Wealth Management's key employees and leadership?

As of July 2026, TSW Wealth Management's key employees include:

Principal: S. W.
Managing Principal: T. W.
Client Services Associate: J. D.
Registered Client Service Associate: K. C.

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TSW Wealth Management Employee Directory

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