Founded in 2005, PRB Wealth Management is an independent financial advisory firm based in Waltham, Massachusetts. The company operates on a fee-only basis, emphasizing its commitment to providing objective and unbiased advice tailored to the unique financial goals of its clients, which include individuals, families, and businesses. Their core services encompass wealth management, financial planning, investment management, retirement planning, and estate planning, all guided by a philosophy of building long-term, trusted relationships.

Founded in

United States