About Us
If you've ever felt like just another account number at a big financial firm, we invite you to experience a different approach.
Attleboro Wealth Management is a boutique, independent, wealth management firm that prides itself on doing things differently. Working with the team at Attleboro Wealth Management brings you not just a financial advisor, but gives you access to our network of CFP®, CFA®, and CPA professionals who will bring their expertise to different aspects of your financial picture, whether it be tax-advantaged retirement planning, Roth conversions, investment management or insurance planning. Every plan follows their signature T.R.U.E. Financial Planning method, customized to help foster comfort, confidence and clarity for their clients.
Attleboro Wealth Management works with individuals and families across Pennsylvania, New Jersey and beyond from their office in Yardley, PA. Every plan they build carries the same fiduciary standard, dedication to excellence, and a different approach to investment management and financial planning.
We invite you to get to know the faces, the credentials, and the passions of the team working behind the scenes to help you build your retirement strategy.
Memberships, Affiliations, & Partnerships
At Attleboro Wealth Management, we align ourselves with organizations and strategic partners in the industry to help ensure that we are ahead of the curve when it comes to knowledge of tax law changes, industry trends, and financial planning and tax strategies that can help our clients keep and grow more of their hard-earned money.
Financial Planning for a Tax Efficient Retirement
At Attleboro Wealth Management, we offer comprehensive financial planning and investment management services to our clients. Our T.R.U.E. financial planning process has the added focus on tax-efficient or tax-advantage distribution strategies, which means that we help our clients minimize their tax liabilities while maximizing their retirement income. We understand the complexities of the tax code and we use this knowledge to help our clients make the most of their retirement savings.
In addition to tax-efficient distribution strategies, we also offer unique investment strategies that help our clients manage investment risk. We believe that managing investment risk is crucial to achieving long-term financial goals, and that is why we work closely with our clients to develop an investment strategy that is tailored to their risk tolerance and financial goals.
If you are looking for a trusted financial planning firm that offers personalized attention, customized solutions, and a focus on tax-efficient retirement planning and investment management, look no further than Attleboro Wealth Management. We are committed to helping our clients achieve their financial goals, and we would be honored to help you achieve yours.
We would be delighted to answer your questions and share more about our comprehensive services.
Our History
Many of our clients and colleagues are interested in the history of our beautiful offices. As a result, in 2022 we had an intensive architectural study done which revealed a captivating history that has left an indelible mark on the legacy of Newtown Township.
Step into the captivating history of the Attleboro Wealth Management Office Building, built between 1830 and 1840, a place where stories of elegance and craftsmanship unfold. Our research project seeks to unravel its mysteries, uncovering the construction date of the enchanting stone section and exploring the possibility of a historic log house. Marvel at the intricate stonework and parlor fireplace, while the frame kitchen holds secrets from centuries past. Delve into Newtown Township’s rich heritage, tracing the footsteps of pioneering families. The Attleboro Wealth Management Building stands as a testament to legacy, where history and financial wisdom converge.
