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Wedgwood Wealth Counsel Llc Careers in Framingham, MA

Wedgwood Wealth Counsel LLC
  • Founded

    2013

  • No. of Employees

    1-10 employees

  • Industry

    Finance / Insurance

  • Type

    Privately Held

About Wedgwood Wealth Counsel LLC

Wedgwood Wealth Counsel is a Fee Only Financial Planning firm located in Metro West Boston. We are also a registered investment advisor with the state. We help individuals make smart decisions with their money through comprehensive planning which leverages often overlooked areas of potential savings and accumulation, thereby reducing the need of taking unnecessary risks "trying to beat the market." We also love to work with small business employers who have generously established workplace savings plans (401k) to help their employees save for retirement. For these business people and their employees, we are able to significantly reduce plan costs and fees by offering a low cost and fully disclosed fee solution. We also offer additional plan configurations which can multiply the contribution amounts for owners and principals over a 401k; and we help plan participants achieve better retirement outcomes by offering planning services that go beyond just addressing their 401k accounts. Spec

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