Equitable Advisors

At Pennell Wealth, we believe in Holistic financial planning, designed to integrate all aspects of your life. We take the time to learn about your entire financial life and how the pieces fit together and work towards achieving your financial goals. Financial Life goals can include buying a home, saving for your child's education, planning for retirement, or leaving a legacy. We listen and work closely with you to align your actions so that your goals can become a reality.

Catalyst Wealth Advisors is an independent financial advisory firm located in Westborough, MA. They offer personalized and comprehensive financial planning services, including investment management, insurance programs, and tax planning strategies. With a team of experienced wealth advisors, Catalyst Wealth Advisors focuses on putting the interests of their clients first and foremost, providing responsive and individualized portfolio management. Teaming up with a select group of accredited professionals in various fields, Catalyst Wealth Advisors is able to offer clients a full complement of wealth management expertise. Their mission is to help individuals and business owners establish and maintain effective wealth management strategies, utilizing an independent process to equity picking, momentum-based process for mutual fund and ETF investments, and formal technical analysis for monitoring portfolios. With a commitment to holistic financial planning and personalized guidance, Catalyst Wealth Advisors aims to help clients pursue their financial goals and strive for their dreams.Generated from the website

Boston Harbor Wealth Advisors, LLC is dedicated to empowering clients through comprehensive financial planning that prioritizes their personal goals and aspirations. With a focus on building strong, lasting relationships, they provide tailored guidance to help individuals navigate life transitions and pursue their passions. The firm's team of experienced advisors assists clients in managing, preserving, and growing their wealth, ensuring they have the support needed to enjoy life to the fullest. Recognizing the importance of community, Boston Harbor Wealth Advisors emphasizes the value of giving back and helping others achieve their dreams. Generated from the website