Paul is the founder of One Charles Private Wealth. As a 15-year veteran of Merrill Lynch and the former Senior Resident Director for the Hyannis, MA complex, Paul led a staff of financial advisors in providing customized wealth management solutions for affluent individuals and their families, businesses and charitable organizations.
Mr. Squarcia is known as a valuable resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide recommendations for the preservation and transfer of wealth to future generations.
Mr. Squarcia is known as a valuable resource for successful entrepreneurs and understands the complexities inherent in business ownership. By identifying opportunities and challenges and using the appropriate estate planning and money management strategies, Paul helps provide recommendations for the preservation and transfer of wealth to future generations.
Services
In addition to our financial planning and wealth management services, we offer a full suite of administrative and family office services not usually offered by traditional wealth management firms. Our services provide solutions to manage and pay your expenses, coordination of your professional advisors while providing you comprehensive investment reports, family financial education and philanthropic strategies.
At One Charles Private Wealth, we believe a great plan is the cornerstone for successful financial wellbeing. Each individual, business and family is unique and when you partner with us, a unique plan is what we deliver. All questions can be answered with a thorough fact finding. What is your time horizon?
Regardless of what stage of life you are in, it is understandable to have a concern in how your retirement and assets will be affected throughout the accumulation period. One Charles will provide professional, informative, and useful advice while managing your portfolio. Our approach is initiative-taking and methodical to deliver comprehensive financial reporting to stay on track in managing your financial health.
Our dedicated team can help you unlock the potential liquidity of your home, aircraft, boats and business inventory depending on your unique needs. Our wealth strategists help you manage your assets as part of your overall financial strategy, considering tax, legacy and other implications in your trust, estate and philanthropic planning.
Small business is the backbone to many communities. Our circle of care extends to businesses and we provide the same monetary management strategy services through a sensible and customized plan. No matter the stage or age of your business - a startup or in the growth period; One Charles team is dedicated in advising, providing access and support for your business goals.
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