Our mission is to maximize the financial health of every individual, family and business that entrusts us with their financial affairs. Put simply, we empower our clients to navigate today's increasingly complex financial world with confidence. By building lasting relationships and applying modern technology to support our expertise, we customize your financial journey.
Sherry Cutler has been with Antaeus Wealth Advisors since 2011 and has been instrumental in developing the company into a successful financial. Mark Pelletier has been with Antaeus Wealth Advisors since 2011 and has over fifteen years of experience as a financial advisor. Shaun Sullivan joined Antaeus Wealth Advisors in 2015 and has six years of experience as a financial advisor.
Sherry Cutler has been with Antaeus Wealth Advisors since 2011 and has been instrumental in developing the company into a successful financial. Mark Pelletier has been with Antaeus Wealth Advisors since 2011 and has over fifteen years of experience as a financial advisor. Shaun Sullivan joined Antaeus Wealth Advisors in 2015 and has six years of experience as a financial advisor.
Services
We are keenly aware that today's affluent investor has a dizzying array of financial advisory options. So what makes US different? Many firms will tell you what to do. We will explain why a course of action may make sense, and also explain various alternative approaches. We want you to feel confident and informed regarding your financial concerns in our increasingly complex world.
Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is a comprehensive financial services practice based in Boxborough, Massachusetts. Having served clients across market cycles and over generations, our team's commitment is providing the resources and education so that clients may make informed and prudent financial decisions.
Allison Conlon has been with Antaeus Wealth Advisors since 2011. Allison graduated cum laude from Bentley University in 2007 with a B.S. in Finance and a minor in Law. She holds FINRA Series 7 and 66 licenses as well as applicable state insurance licenses.
Allison understands that her clients may not have the time, desire, or expertise to properly plan and manage certain financial aspects of their lives and finds great joy in helping her clients to succeed in obtaining their future goals.In addition to advising her own clients, Allison also provides relationship management support to advisors A.J. Sohn, Justin Littlefield, and Shaun Sullivan.
Allison understands that her clients may not have the time, desire, or expertise to properly plan and manage certain financial aspects of their lives and finds great joy in helping her clients to succeed in obtaining their future goals.In addition to advising her own clients, Allison also provides relationship management support to advisors A.J. Sohn, Justin Littlefield, and Shaun Sullivan.
What will the impact be on my ideal retirement if I change employers, or embark on a career that is less lucrative but more personally and spiritually rewarding?. If the stock market has a deep correction, will I still be on track for a comfortable retirement?. How should I efficiently make charitable contributions, while also maximizing the social impact?.
Antaeus Wealth Advisors offers customized strategies to meet the unique investment objectives of each client. Discipline vs. Emotion. A central role in our firm's investment process is the deep-rooted belief that making investment decisions based on emotion can be harmful to building wealth.
To foster a disciplined approach, especially during turbulent times when emotions may run high, Antaeus' team provides education, personalized support, and regular communication to clients.Risk vs. Return. We believe that it is critical to utilize a risk-driven approach, as opposed to just a return-driven one, to minimize the likelihood of permanent capital impairment.
To foster a disciplined approach, especially during turbulent times when emotions may run high, Antaeus' team provides education, personalized support, and regular communication to clients.Risk vs. Return. We believe that it is critical to utilize a risk-driven approach, as opposed to just a return-driven one, to minimize the likelihood of permanent capital impairment.
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Kelly Ferretti
Dec 23, 2020
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