Commonwealth Financial Network

Wainwright Investment Counsel is an independently owned investment advisory firm based in Boston, MA, specializing in asset allocation and portfolio construction tailored to meet the unique objectives, risk tolerance, and constraints of its clients. The firm emphasizes a high-touch, personalized approach, building trust through foresight and informed decision-making. With a commitment to putting clients' interests first, Wainwright Investment Counsel focuses on understanding each client's individual situation to create customized investment solutions. Their disciplined and diversified approach to portfolio management ensures that clients receive the guidance and support needed to navigate the complexities of the investment landscape. Generated from the website

Ocean Gate Capital Management is a private alternative asset management firm based in Marblehead, MA, specializing in private equity and real estate investments. The company operates under the guidance of professionals such as Guy Muzio and Barry Turkanis, who bring expertise in managing diverse asset portfolios. Additionally, Ocean Gate Realty Advisors and NXT Ventures are part of its investment focus, enhancing its ability to drive value in these sectors. The firm's strategic approach is designed to maximize client investment potential in a dynamic market landscape. Generated from the website

Charles River Financial Services, LLC, located in Needham, MA, is a privately owned financial services company specializing in wealth management for individuals and families. With over nineteen years of experience, they provide tailored financial plans through a Five-Step Wealth Strategy Process, along with personalized investment advice to meet each client's unique needs. Generated from their available business information