ITERA WEALTH MANAGEMENT

By specializing in the areas of financial planning, investments, and wealth preservation, we are able to offer a full range of comprehensive wealth management services that can be customized (in terms of scope and fee structure) to meet the unique needs of each client. When applicable, we help our clients coordinate with outside professionals to address any lending, tax preparation and analysis, or estate planning needs they may have... Ultimately, our mission is to provide our clients with custom-tailored solutions and strategies designed to make the best use of their financial resources, minimize current and future tax exposure, appropriately manage risk (investment and otherwise), and achieve the financial objectives that are important to them... We are an independent firm that provides customized and comprehensive wealth management and advisory services to successful individuals and families.

Primary location: Waltham United States