SEC CRD #801-113808
Home | Atwater Wealth Management MENU about - Atwater Wealth Management | Atwater Wealth Management MENU about Atwater Wealth Management’s foundation is you . We listen, we ask questions, and we engage in dialogue… with you . Our goal is to understand not only your finances, but also your life. We work together to build a robust wealth management strategy that is comprehensive, sophisticated, and long-term. Our integrated and efficient approach to managing wealth is based on our: Philosophy: As fiduciaries for our clients, Atwater Wealth Management operates in the most autonomous way to best serve you. Freedom and Flexibility: As independent advisors, we have the ability to design and implement dynamic investment strategies. Depth and Breadth: We meet our clients’ complex needs by offering comprehensive solutions. We maintain an enduring focus on simplifying our clients’ financial lives.
CAROLINE A. GAFFNEY
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER
📞 (617) 723-1439
🔒 Sign up for free to view key contact information
Sign up free →This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.
AUM
$248M
Location
BOSTON, MA
Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.