FAQs

No. MA Private Wealth advisors are compensated on a fee-only basis. We aim to stand apart from other firms that pay advisors commissions, incentivizing brokers on the number of trades they make rather than doing what’s best for the client.

Yes. All of our financial advisors are fiduciaries, which means that we act on your behalf with your best financial interests in mind. Not only are we legally required to do this, but it’s our mission to practice financial management with honesty, integrity, and transparency.

Yes. We are a Registered Investment Advisor (RIA) with the U.S. Securities & Exchange Commission. You can view our RIA disclosures page here.

In short, our clients’ best interests come first — always. We offer a tailored, sophisticated approach to wealth management that begins with our advisors talking with you about your objectives. From there, we craft a plan that makes financial sense for you and your family. We offer institutional intellect delivered with a personal touch, and we love to be our clients’ first call when they have questions — or something to celebrate.