Broker Check

Company

Essex Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives.

We are a team that provides wealth management services for clients looking for a high degree of personal service. We provide a financial planning oriented process for delivering on these services.

We help clients in navigating the current complex economic enviornment by providing solutions that are tailored to their specific situation and that are "results oriented" to help pursue success……

We seek clients who value this close relationship with a trusted, passionate and reliable team …

We work in a business model that fosters an independent, "client-centric" approach helping to work towards your financial dreams and objectives.

We can sum who we are in three words……


  • Because we have aligned ourselves with a business model that’s INDEPENDENT of the typical Wall Street brokerage model you can be assured we focus on providing a high level of integrity.
  • Collectively having nearly 50 years of experience as a team and along with having a Certified Financial Planner Practitioner(CFP®) on board helps to provide you with objective advice and the benefits of our experience..
  • Because we are a financial planning oriented practice, not a "product-driven" one…FOCUS on our client is our aim that we strive to deliver on—year after year!

... Because these are our core values ...

We feel that it’s equally important to align ourselves with a partner that also strives to deliver on our objectives. We have that partner with LPL Financial. LPL Financial is one of the nation’s leading financial services organizations and largest independent broker/dealer (based on total revenues, as reported in Financial Planning Magazine, June 1996-20018). Headquartered in Boston, Charlotte and San Diego, LPL Financial and its affiliates offer industry-leading technology, service, and objective research to over 15,000 financial advisors nationwide. Following are highlights of key financial performance metrics for LPL Financial Holdings, Inc. For complete financial information, including recent SEC filings, visit the Investor Relations section of LPL.com. As of March 31, 2018 Advisory & Brokerage Assets ($ billions) $648 Advisory Assets ($ billions) $284 Q1 2018 Gross Profit ($ millions) $464 Financial Advisors 16,067 Employees 3,838.