Our mission is to establish long term relationships with our clients and help them achieve their individual financial goals. We are Registered Investment Advisors acting as fiduciaries for our clients. Our relationships are based on trust, experienced professional advice, continual communication, and prompt personal service.
We offer a comprehensive set of wealth management services including retirement planning, investment management, education planning, trust & estate review, and accounting services. The wealth management team at Essex Private together have over 100 years of combined experience working with clients, their families and their financial issues.
We offer a comprehensive set of wealth management services including retirement planning, investment management, education planning, trust & estate review, and accounting services. The wealth management team at Essex Private together have over 100 years of combined experience working with clients, their families and their financial issues.
Services
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.
Brian Woodland has over 26 years of investment management experience. He specialized in managing portfolios for individuals and small institutions during his career. He worked closely with trading desks, research analysts, and buy side portfolio managers at different companies. Brian joined Cowen & Company in 1996, as a Vice President in the Private Client Group.
Essex Private provides a comprehensive set of wealth management services. Our focus is putting together a solid long-term financial plan that meets a client's risk tolerance, income needs, time horizons, and investment objectives. Once a path has been determined for the client's goals, the ongoing work involves investing client assets to achieve those goals.
Many people assume that all they need to achieve their financial goals is good investment advice. While this is important, we believe that good investment advice can only come from good financial planning. A comprehensive financial plan creates the larger framework within which it becomes possible to make coordinated financial decisions that maximize the probability of achieving our clients' goals.
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