Essex Private Wealth Management provides comprehensive financial planning and investment management services on a fee-only basis to individuals, families, and their closely held businesses. Our mission is to create and maintain wealth for our clients through long-term, effective asset management strategies.
Clients are our first priority.
We go out of our way to deliver first-class financial guidance from experienced advisors, all of whom are committed to serving our clients’ best interests. We build client relationships based on trust, experienced professional advice, continual communication, and prompt personal service. We assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of these goals. The intimate size of our firm creates a culture of team collaboration. Working together and drawing from each other’s strengths, we craft plans of action that represent the best fit for our clients’ money and the next step toward their financial security.
The most important thing that we can do for our clients is to listen, as sound investment management advice cannot be given until we know our clients’ goals. This communication begins with our very first contact with a client.
Investors should understand the decisions being made by their financial advisor. We follow a disciplined approach to balance risk and return, and we believe that educating our clients on our investment strategies and approaches enables them to make informed decisions. By providing a professional, disciplined strategy for making financial decisions, we help our clients to remain focused on long-term investment trends and to ignore the short-term noise of the market.
We strive to deliver results.
We strive to help our clients improve the quality of their lives and achieve everything that is important to them. We understand that money is merely a means to an end and not an end in itself. In that light, our primary strategy to achieve this goal is to focus on how the clients’ financial activities can best allow their money to work for them. We strongly believe that a proactive, goal-oriented approach is the key to generating wealth, because without a target, there is nothing to aim for. This formula for success starts with sound decision-making. We strategically select investments that show potential for sustained trend growth; we use asset allocation to control risk; we closely monitor the business cycle with an understanding of monetary and fiscal policy, valuation, and investor sentiment. Throughout this process, we closely monitor security concentration risk and maintain a diversified approach.