Antaeus Wealth Advisors, a comprehensive financial services practice based in Boxborough, offers a broad range of financial services to a variety of niche markets. Having served clients across market cycles and over generations, their team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts their clients' interests first.
The firm began when A.J. Sohn, MBA, ChFC, managing partner, and an Accredited Investment Fiduciary, started advising clients in 1997. Sohn began building the practice on the basis of referrals from satisfied clients and other professionals. Today Mr. Sohn specializes in advising widows and divorced women, top level salespeople, and owners of small to medium-sized companies. Evan P. Welch, CFP, AIF, Chief Investment Officer and Partner, is passionate about investments; he leads Antaeus' ongoing portfolio management strategies and MDs are his primary focus.
Antaeus' services include:
* Financial Planning;
* Investments and Portfolio Management;
* 401(k) Services; and
* Insurance Protection.
The people at Antaeus Wealth Advisors work to understand not only what is important to you, but why. They then utilize this understanding to educate you on your current position and strategies, while helping guide you so that you know whether you are on track. Ultimately, they seek to provide each client with the peace of mind to know where they are in this complex financial world and where they are heading.
Antaeus Wealth Advisors is further distinguished from other advisors in the industry through their transparency, sophisticated expertise and their AIF status, which morally obligates them to put the clients' needs first. Investment Stewards have ethical and moral responsibilities to their clients and accept legal responsibility for their conduct. With four Accredited Investment Fiduciaries in the firm, Antaeus takes both of these roles very seriously.
At Antaeus Wealth Advisors, the daily focus is their clients' well-being and peace of mind. They consider themselves fortunate to be working with you, and look forward to developing a long-term, collaborative relationship built on trust.