SOURCE: Antaeus Wealth Advisors
BOSTON, MA--(Marketwired - Mar 4, 2014) - Antaeus Wealth Advisors, a comprehensive financial services practice based in Boxborough, MA, offers a broad range of financial services to a variety of niche markets. Having served clients across market cycles and over generations, their team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts their clients' interests first.
The firm began when A.J. Sohn, MBA, ChFC®, Managing Partner, and an Accredited Investment Fiduciary™, started advising clients in 1997. A.J. began building the practice on the basis of referrals from satisfied clients and other professionals. Today Mr. Sohn specializes in advising widows and divorced women, top level salespeople, and owners of small to medium-sized companies. Evan P. Welch, CFP®, AIF®, Chief Investment Officer and Partner, is passionate about investments; he leads Antaeus' ongoing portfolio management strategies and MDs are his primary focus.
Antaeus' services include:
- Financial Planning
- Investments and Portfolio Management
- 401(k) Services
- Insurance Protection
Antaeus specializes in financial services for the following types of clients:
- Law enforcement professionals
- Emerging wealth couples
- Established families
- Endurance athletes
- Executives in higher education
- Business owners
- Those in transition
At Antaeus Wealth Advisors, the daily focus is their clients' well-being and peace of mind. They consider themselves fortunate to be working with you, and look forward to developing a long-term, collaborative relationship built on trust.
About Antaeus Wealth Advisors
Antaeus Wealth Advisors, LLC, formerly Sohn & Associates, is a comprehensive financial services practice based in Boxborough, Massachusetts. Having served clients across market cycles and over generations, their team provides the resources and education for clients to make informed decisions with their money. By following the core values of trust, integrity and prosperity, Antaeus puts their clients' interests first. Antaeus Wealth Advisors, LLC. 80 Central Street, Suite 150. Boxborough, MA. 01719. 978.264.9999. http://antaeuswealth.com.
Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, and member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Antaeus and Cambridge are not affiliated companies.