Fiduciary Wealth Partners

  • Financial Services
  • Boston MA
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
177 Huntington Avenue 20th Floor, Boston MA
Website
fwpwealth.com
Email
in****@fwpwealth.com
Phone
(617) 602-1900
Employees
10
Founded in
2015
Industry
Financial Services
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$1B

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Who is Fiduciary Wealth Partners

Fiduciary Wealth Partners is a 100% employee owned firm based in Boston, Massachusetts. The company employs 10 individuals and generates an annual revenue of $1 million. Fiduciary Wealth Partners provides investment consulting, management, and asset planning strategies to trustees, institutions, and families. They prioritize transparency and a fiduciary approach to client service, ensuring there are no conflicts of interest due to fee-sharing arrangements with managers or broker-dealer relationships. The firm distinguishes itself by prioritizing client transparency. They do not include arbitration clauses in their contracts, ensuring open communication and a commitment to clients' best interests. To learn more about Fiduciary Wealth Partners and their services, visit their website at fwpwealth.com.

Company Leadership

James Kcornell

Co-Founder & Managing Partner

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Erik Marr

Partner

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Cristina Adams

Partner

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Fiduciary Wealth Partners Industry Tags

Wealth Management
Investment Advisory
Family Office
Fiduciary
Trustee
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Fiduciary Wealth Partners Tech Stack

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FAQ

What is the location of Fiduciary Wealth Partners's headquarters?
The headquarters of Fiduciary Wealth Partners are situated at 177 Huntington Avenue 20th Floor, Boston MA
What is Fiduciary Wealth Partners's phone number?
Fiduciary Wealth Partners's contact number is (617) 602-1900.
What is Fiduciary Wealth Partners's official website?
The official website of Fiduciary Wealth Partners can be found at fwpwealth.com.
What is Fiduciary Wealth Partners's current revenue?
As of June 2018, Fiduciary Wealth Partners's annual revenue reached $1B.
How many employees does Fiduciary Wealth Partners currently have?
Fiduciary Wealth Partners employs approximately 10+ people as of June 2018
Which industries is Fiduciary Wealth Partners primarily operating in?
Fiduciary Wealth Partners operates in the following industries: Finance, Credit
Who is the Co-Founder & Managing Partner of Fiduciary Wealth Partners?
Fiduciary Wealth Partners's Co-Founder & Managing Partner is James Kcornell
What are Fiduciary Wealth Partners's industry tags?
Fiduciary Wealth Partners's industry tags include: Wealth Management, Investment Advisory, Family Office
When was Fiduciary Wealth Partners founded?
Fiduciary Wealth Partners was founded in 2015.

Employee Directory

Key Employees

Preston McSwain

Managing Partner and Founder

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Daniel Grenier

Director

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