1620 Investment Advisors
1620 Investment Advisors, located in Plymouth, MA, is an independent investment management firm that specializes in providing financial planning and investment management services to individuals, business owners, and financial services firms. With approximately $195 million in assets under management, the firm focuses on delivering conflict-free investment advice tailored to meet the unique needs of its clients.
Boasting a team of experienced professionals with an average of over 20 years in the industry, 1620 Investment Advisors emphasizes a disciplined investment process that prioritizes risk management and tax efficiency. Their fee-based compensation model aligns their interests with those of their clients, ensuring a commitment to maximizing financial success without the influence of sales commissions or referral fees.
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