Aevitas Wealth Management

Description

• When it comes to wealth management, you need a partner for all stages of your lifea firm that takes the time to understand where you are now, where you want to be, and how you want to leave things for generations to come. As you can see, our name reflects all of this. In fact, we changed our name to Aevitas Wealth Management, Inc. (formerly known as Michael A. Schreiber & Associates, Inc.) in December 2016 because it better represents - Our firm's longevity (30+ years and counting) - Our long-term relationships with clients - Our dedication to helping people achieve their financial goals At Aevitas, we're a fee-only independent registered investment advisor. We concentrate in multi-generational asset management and financial planning services for individuals, families and small businesses. The firm manages over 300 million dollars worth of assets and services over 200 client relationships, and those relationships mean everything to us. Because our firm isn't affiliated with any companys products, we have the freedom and flexibility to choose from a wide variety of optionsoptions best suited to your individual needs. Our team offers a highly personalized approach: we get to know you, your work, your family, your passions, your dreams. We educate and mentor you every step of the way. This helps us develop a plan that will meet your financial goals. Interested in joining the Aevitas family? We'd love to have you.
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  Headquarters:10 Laurel Avenue Suite 100, Wellesley Hills, Massachusetts, United States

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  Phone Number: +1 781-239-1180

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  Website: https://www.aevitaswm.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Aevitas Wealth Management

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• |  NAICS Code: 523930  |

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