Antaeus Wealth Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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13 Years

in Business

Accredited

Business

(978) 264-9999Call Visit WebsiteVisit Website Map & DirectionsDirections80 Central St Ste 150Boxborough, MA 01719 Write a ReviewWrite Review

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General Info: Description: Antaeus Wealth Advisors, LLC, formerly Ameriprise Financial Services, Inc, is a comprehensive financial services practice based in Boxborough, Massachusetts. Having served clients across market cycles and over generations, our team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts our clientsâ€™ interests first.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Payment method: cash
Other Link: http://www.antaeuswealth.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (978) 264-9999

Address: 80 Central St Ste 150, Boxborough, MA 01719

Website: http://www.antaeuswealth.com

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Antaeus Wealth Advisors

Charitable Giving
Tax Services
Financial Advisor, brings experience in tax preparation and the complex U.S. tax code to Antaeus.Michael is dedicated to using his extensive knowledge and background to give clients a strong foundation and provide them with a comprehensive financial solution. By developing smart and personalized financial advice, he caters each plan to best meet individual needs and goals. Michael joined Antaeus in October of 2015 and is based in the Malden office.

Investment Management
TM and a member of both EO and the FPA. Passionate about investments, Evan leads Antaeus’ ongoing portfolio management strategies. Mr. Welch also counsels physicians, business owners of all specialties, business professionals, and those who find themselves in times of financial transition.
Mutual Funds
Antaeus screens and monitors SRI investments for clients seeking a portfolio that provides both financial returns and social returns. These SRI investments may include mutual funds, individual stocks and/or Exchange Traded Funds (ETFs), depending on the client’s portfolio size and objectives. We also research, find and monitor investments that meet various Environmental, Social and Governance (ESG) screens, and add them to a client’s portfolio depending on their investment objectives and ESG priorities.
Bonds
Wealth Management
2. Put clients first - At Antaeus, we put egos aside knowing our clients are the heart of what we do. We approach wealth management with a team mindset because we believe clients deserve access to the entire bench of talent – not just to one player.

Financial Planning
TM, started advising clients in 1997. A.J. began building the practice on the basis of referrals from its clients and other professionals, and subsequently has been seen as a resource by several national publications. Today, Mr. Sohn specializes in advising widows and divorced women, top level salespeople, and owners of companies of all sizes and specialties. A.J. also is a member of the world wide Entrepreneurs’ Organization (EO) and the Financial Planning Association (FPA).
Retirement Planning

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