Phoenix Investment Management

Aequitas Investment Advisors is an independent investment advisory and financial planning firm located in Hingham, MA. The firm specializes in providing personalized services to individuals, families, trustees, charitable foundations, and nonprofit organizations, ensuring that clients receive objective and practical solutions tailored to their unique financial goals. With a commitment to a Fee-Only model, Aequitas eliminates conflicts of interest commonly associated with commission-based alternatives, allowing for a more transparent and dedicated approach to financial management. The experienced team at Aequitas partners with clients throughout all phases of their investing lifetimes, focusing on justice, fairness, and equity in financial planning. Generated from the website

Fernwood Investment Management is an SEC registered investment advisor based in Quincy, MA, offering wealth management services and personalized advice for individuals and families. With over 18 years of experience, they create custom investment portfolios that align with their clients' unique needs, helping them protect and grow their wealth, maintain their lifestyles during retirement, and achieve philanthropic goals. As an independent and privately owned firm, Fernwood Investment Management provides comprehensive financial planning services, considering all aspects of their clients' financial lives. Their multidisciplinary approach includes investment advice, tax preparation, business transitions, and compliance, all under one roof, ensuring a holistic and tailored approach to wealth management.Generated from the website