Company Overview
- Headquarters
- 99 Derby Street, Suite 101, Hingham MA
- Website
- ocpws.com
- in****@ocpws.com
- Phone
- (617) 337-4206
- Employees
- 16
- Founded in
- 2015
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is One Charles Private Wealth
One Charles Private Wealth is a privately held company based in Hingham, Massachusetts. The company employs 16 people and generates $2.5 million in annual revenue. One Charles Private Wealth provides financial planning and wealth management services. Their approach focuses on understanding clients' individual circumstances, aspirations, and values, integrating personal stories with financial data to create personalized plans. They offer a comprehensive suite of services, including wealth structuring, banking, estate planning, insurance, credit, and lending. The firm distinguishes itself through its collaborative approach, working closely with clients and other professionals in their lives to ensure plans are executed, updated, and adapted as needed. They emphasize proactive, customized advice and excellent service, recognizing the importance of client relationships. For more information, visit http://ocpws.com.
Company Leadership
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