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About DWYER PEMBERTON & COULSON, P.C.
DWYER PEMBERTON & COULSON, P.C. is a well-respected financial advisory firm that has been serving clients for over 25 years. With a team of highly experienced professionals and a comprehensive range of financial services, they have established themselves as a trusted partner for individuals and businesses seeking expert financial guidance.
How DWYER PEMBERTON & COULSON, P.C. Helps Clients – Key Takeaways:
When it comes to managing your money, it’s essential to have a knowledgeable and trustworthy advisor by your side. DWYER PEMBERTON & COULSON, P.C. offers a personalized approach to their services, working closely with each client to identify their unique goals and create a customized financial plan to help them achieve success. Their team is dedicated to providing sound financial advice and excellent customer service to ensure their clients’ financial security.
Facts and Insights:
DWYER PEMBERTON & COULSON, P.C. has over $500 million in assets under management, and their team of advisors has an average of 20 years of experience in the financial industry. This level of expertise and resources allows them to offer a wide range of financial services to meet the diverse needs of their clients.
According to their website, the firm serves individuals, families, and businesses, helping them with various financial planning needs such as retirement planning, investment management, tax planning, estate planning, and more. They also provide educational resources and workshops to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | Not specified |
| Time in Business | Over 25 years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance planning
- Wealth transfer
- Charitable giving
Client Types:
DWYER PEMBERTON & COULSON, P.C. works with a diverse range of clients, including individuals, families, and businesses of all sizes. They have the expertise to address the unique financial needs of each client and provide tailored solutions to help them achieve their goals.
Fees & Compensation:
The firm’s fee structure is based on a combination of assets under management and a fee-for-service model. This means clients pay a percentage of their total assets as well as a fee for specific financial services. This structure aligns the firm’s interests with those of their clients and ensures transparency and fair compensation.
Background:
DWYER PEMBERTON & COULSON, P.C. was founded in 1994 and has been providing financial services to clients for over 25 years. The firm is based in Boston, Massachusetts, and their team includes experienced advisors with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know:
DWYER PEMBERTON & COULSON, P.C. is a registered investment advisor, meaning they have a fiduciary duty to act in their clients’ best interests. This means they must disclose any potential conflicts of interest and always prioritize the clients’ needs and goals when making financial decisions.