WEALTH PROFESSIONAL, L.L.C. is an independent, fee-only Registered Investment Advisor (RIA) based in Newton, Massachusetts. As a fiduciary, the company is legally obligated to act in the best interests of its clients. It specializes in creating personalized financial plans and managing investment portfolios, focusing on services such as retirement planning, investment management, tax strategies, and estate planning to help clients achieve their long-term financial goals.

Founded in

United Kingdom