Atwater Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

176 Federal St Fl 5, Boston, Massachuset...

Phone Number

(617) 723-1439

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Atwater Wealth Management

Atwater Wealth Management is a Boston-based firm specializing in developing robust wealth management strategies. They operate autonomously to effectively meet their clients' fiduciary needs. The company focuses on providing tailored financial services to individuals seeking to enhance their wealth management. Their commitment to client service is reflected in their strategic approach to wealth management.Explore more
Atwater Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Atwater Wealth Management Org Chart

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Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Atwater Wealth Management

<$5M
1-10
Private
-
1986
KG
Katherine GrantChief Operating Officer
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
$5.1M
11-50
Private
-
2009
HL
Heather LaubscherSenior Associate
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
11-50
Private
-
2014
JC
James ClaibornePresident & Founder
Illustration of an envelope

Atwater Wealth Management Tech Stack

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Frequently Asked Questions Regarding Atwater Wealth Management

What is Atwater Wealth Management's official website?
Atwater Wealth Management's official website is www.atwaterwealth.com
What is Atwater Wealth Management's Revenue?
Atwater Wealth Management's revenue is <$5 Million
What is Atwater Wealth Management's SIC code?
Atwater Wealth Management's SIC: 62,628
What is Atwater Wealth Management's NAICS code?
Atwater Wealth Management's NAICS: 52,523
How many employees does Atwater Wealth Management have?
Atwater Wealth Management has 1-10 employees
What industry does Atwater Wealth Management belong to?
Atwater Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Atwater Wealth Management competition?
Atwater Wealth Management top competitors include: Greenwood Capital Associates, Forbes Family Trust, Ratcliff Financial Services, Financial Partners Group
What technology does Atwater Wealth Management use?
Some of the popular technologies that Atwater Wealth Management uses are: WordPress.org, Microsoft 365, Google Tag Manager, NationalNet
How do I contact Atwater Wealth Management?
Atwater Wealth Management contact info: Phone number: (617) 723-1439 Website: www.atwaterwealth.com
What does Atwater Wealth Management do?

Atwater Wealth Management is a Boston-based firm specializing in developing robust wealth management strategies. They operate autonomously to effectively meet their clients' fiduciary needs. The company focuses on providing tailored financial services to individuals seeking to enhance their wealth management. Their commitment to client service is r... eflected in their strategic approach to wealth management.Read More

What are Atwater Wealth Management social media links?
Atwater Wealth Management Linkedin page
Is Atwater Wealth Management a public company?
Atwater Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Atwater Wealth Management

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