Holistic Wealth Management, LLC is a Massachusetts-based independent, fee-only financial planning and investment management firm. Founded on the principle of providing comprehensive, client-centered advice, the company operates under a fiduciary standard, always placing its clients' best interests first. Their "holistic" approach involves considering all aspects of a client's financial life—including retirement planning, investment strategy, tax planning, and estate planning—to create integrated and personalized financial solutions.

Founded in

United States