CPMR Wealth Management Group - UBS Financial Services Inc.

Harris Rosenheim, a CERTIFIED FINANCIAL PLANNER and Accredited Wealth Management Advisor, is a financial advisor at UBS Financial Services Inc., specializing in comprehensive financial planning for business owners and multi-generational families. His expertise encompasses wealth building, legacy design, cash flow management, and retirement planning, alongside a strong focus on personalized client relationships and attention to detail. With a B.A. in economics from Connecticut College, Harris brings a diverse background that includes academic fundraising and development. He is actively involved in community service, currently serving on several boards, while balancing his professional pursuits with interests in tennis, golf, skiing, and running in Boston's Back Bay. Generated from the website

Visit our office today located in Boston, MA. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

McLaughlin Wealth Management Partners, located in Boston, MA, is dedicated to providing personalized wealth management and financial advisory services tailored to the unique goals and values of their clients. Led by a team of experienced professionals, including Daniel M. McLaughlin, CFP, and Catherine McLaughlin, CFP, the firm emphasizes integrity, individualized attention, and comprehensive financial planning to help clients navigate their financial futures confidently. With over 400 million in assets under management, McLaughlin Wealth Management Partners combines extensive industry expertise with a commitment to understanding each client's priorities. The team, which also includes Daniel E. McLaughlin and Megan Scolaro, strives to create customized financial strategies that align with the aspirations and needs of families and individuals. Generated from the website