Essex Financial Advisors

Essex Private Wealth Management is a boutique financial planning and investment management firm founded on the principle of building lasting client relationships and helping individuals and families achieve their financial goals. With a team of experienced professionals and a personalized approach, we provide comprehensive solutions to navigate the complexities of wealth.

Our Mission

Our mission is to empower our clients through financial planning and investment management, enabling them to achieve financial security and pursue their aspirations. We believe in fostering a collaborative and transparent partnership built on trust, understanding, and shared values.

Our Services

We offer a wide range of services tailored to meet your unique financial needs and goals.

Financial Planning

• Comprehensive analysis of your financial situation
• Goal setting and priorities identification
• Development of a personalized plan with actionable steps
• Regularly review and refinement of your plan to ensure its effectiveness over time

Investment Management

• Tailored portfolio construction based on your risk tolerance and financial goals
• Active management and diversification across asset classes
• Regular portfolio review and rebalancing to maintain alignment with your goals

Additional Services

• Tax planning and optimization
• Estate planning and legacy preservation
• Money management and budgeting
• Retirement planning and analysis

Our Team

Backed by extensive industry experience and diverse expertise, our team of professionals is committed to delivering personalized attention and proactive guidance. Led by Brian Woodland, a seasoned investment veteran with over two decades of experience, we collaborate seamlessly to create tailored solutions that align with your unique needs and aspirations.

We are passionate about

• Building strong client relationships
• Empowering clients with knowledge and guidance
• Delivering exceptional client service
• Fostering open and honest communication
• Creating a positive and impactful client experience

Our intimate firm size allows for personalized attention and a collaborative approach to financial planning and wealth management. We are dedicated to working alongside you, understanding your unique goals, and developing a tailored plan to achieve financial success and peace of mind.