FERNWOOD INVESTMENT MANAGEMENT

We offer multidisciplinary professional services that include investment advice, tax preparation, financial planning, business transitions, and compliance all under one roof... For over 20 years, our firm has worked with our clients to create wealth strategies that have allowed our clients to achieve their goals. Those goals include among others, protecting and growing their wealth, providing income to maintain their lifestyles during retirement years, putting structures in place to efficiently pass on wealth to the next generation or to achieve philanthropic goals... While we partner with the leading global financial services firms to execute trades, provide custodial services and cutting-edge technology, our independent employee ownership structure allows us to be free from conflicts in the service of our clients. We offer a broad range of investment and wealth management services, while providing the highest level of service to meet our clients' objectives.

Also known as: Fernwood Investment Management, LLC

Primary location: Quincy United States