TSW Wealth Management Employee Directory

Q: What is TSW Wealth Management known for?

TSW Wealth Management was founded in 1996. TSW Wealth Management operates in the Investment Management industry.

Q: How many employees does TSW Wealth Management have currently?

TSW Wealth Management has approximately 7 employees.

Investment ManagementMassachusetts, United States2-10 Employees

TSW Wealth Management, originally founded as Wells Financial Advisors, is a wealth management firm based outside of Boston, MA.  For close to 30 years, we have provided independent, objective financial advice to individuals and families throughout New England and across the country.

Focusing on retirement planning, we blend financial planning and coaching alongside portfolio and investment management to help our clients reach their financial goals.  

As a boutique firm, we are able to provide highly personalized service for our clients using the advanced capabilities and technologies of a larger institution, but with flexibility and independence. 

For additional information on our firm and services, please see our website.

Find TSW Wealth Management employees' phone numbers or email addresses

TSW Wealth Management Global Highlights

North America
6

United States Of America
6

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
Mar 13, 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. The company's main headquarters is located in 205 Newbury Street Suite 201 Framingham, Massachusetts 01701 United States; 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 February 2026. These team members are located across 1 continents, including North America.

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

As of February 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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