Where are Weston Financial Group employees located globally?

Weston Financial Group has employees across 3 continents and 3 countries including Nigeria, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Weston Financial Group's team size changed over time?

Weston Financial Group's team has decreased from approximately 12 to 11 employees based on available data.

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Weston Financial Group Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Weston Financial Group is a financial services firm based in Wellesley, Massachusetts. It specializes in financial life planning for high net worth individuals and their families, helping them translate life goals into financial strategy. Rather than starting with investments, the firm emphasizes a personalized plan to guide financial decisions and support clients' long-term aspirations.

Founded in 1979, it has maintained a planning-first approach within wealth management for more than three decades. The organization operates in the financial services industry and serves clients from its Massachusetts base.

Weston Financial Group Global Highlights

North America
28

United States Of America
28

Europe
4

United Kingdom Of Great Britain And Northern Ireland
4

Africa
1

Nigeria
1

Weston Financial Group's Leadership

M. S.
Vice President
Mobile Phone
Email
F. O.
Supervising Director
Mobile Phone
Email
L. H.
Senior Private Client Advisor
Mobile Phone
Email
M. B.
Paraplanner
Mobile Phone
Email

Weston Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Finance
Support
Other
Accounting

Contact profiles from Weston Financial Group

Name

Title

Contact

Location

Last Update

M. S.
Vice President
Mobile Phone
Email
Oct 16, 2024
F. O.
Supervising Director
Mobile Phone
Email
Nigeria
Jun 27, 2026
L. H.
Senior Private Client Advisor
Mobile Phone
Email
Oct 17, 2024
M. B.
Paraplanner
Mobile Phone
Email
United KingdomEngland
Nov 06, 2025

Frequently Asked Questions

What is Weston Financial Group known for?

Weston Financial Group was founded in 1979 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-781-235-****

. Explore Weston Financial Group's company overview page for more information.

What is Weston Financial Group's most common email format?

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

How many employees does Weston Financial Group have currently?

Weston Financial Group has approximately 21 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeAfrica.

Who are Weston Financial Group's key employees and leadership?

As of July 2026, Weston Financial Group's key employees include:

Vice President: M. S.
Supervising Director: F. O.
Senior Private Client Advisor: L. H.
Paraplanner: M. B.

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Weston Financial Group Employee Directory

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