FSA Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

144 Gould St Ste 120, Needham, Massachus...

Phone Number

(781) 455-1020

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1

About FSA Wealth Management

FSA Wealth Management is a financial advisory firm located in Boston and Needham, MA, specializing in wealth management and retirement planning. They offer customized financial planning and investment management services tailored to families, professionals, business owners, and high-income earners. As fee-only fiduciaries, they prioritize their clients' best interests, providing comprehensive strategies for wealth growth, tax-efficient asset distribution, and estate planning. Their collaborative approach ensures that financial planning evolves with clients' needs, helping them make informed decisions about their financial futures.Explore more
FSA Wealth Management's Social MediaPopular SearchesFinancial Strategy Associates IncFinancial Strategy AssociatesFSA Wealth ManagementFsa Wealth Management LLCFinancial Strategy CoSIC Code 62,628NAICS Code 52,523Show more

FSA Wealth Management Org Chart

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MR
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Strategy & Research Director, Investment

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SH
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Managing Partner

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GG
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Financial, Aif Advisor

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GG
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Wealth Advisor

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RH
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Associate Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FSA Wealth Management

<$5M
1-10
Private
-
2006
MR
Meagan RogersStrategy & Research Director, Investment
$6.1M
1-10
Private
-
2006
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
1-10
Private
<$5M
2009
Gerard Imhoff, President at Gateway Advisory
Gerard ImhoffPresident
<$5M
1-10
Private
-
2016
SB
Stephanie BlakesFounder & President
<$5M
1-10
Private
-
-
TJ
Tf JenkinsFounder & Managing Director
<$5M
1-10
Private
-
2019
SM
Sam McGeeCEO & Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FSA Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FSA Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FSA Wealth Management.

FSA Wealth Management Tech Stack

A closer look at the technologies used by FSA Wealth Management

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Frequently Asked Questions Regarding FSA Wealth Management

What is FSA Wealth Management's official website?
FSA Wealth Management's official website is www.fsawm.com
What is FSA Wealth Management's Revenue?
FSA Wealth Management's revenue is <$5 Million
What is FSA Wealth Management's SIC code?
FSA Wealth Management's SIC: 62,628
What is FSA Wealth Management's NAICS code?
FSA Wealth Management's NAICS: 52,523
How many employees does FSA Wealth Management have?
FSA Wealth Management has 1-10 employees
What industry does FSA Wealth Management belong to?
FSA Wealth Management is in the industry of: Finance, Securities Trading
What is FSA Wealth Management competition?
FSA Wealth Management top competitors include: Gateway Advisory, Seren Wealth Advisors, Rivergrass WM, The Holben Group
What companies has FSA Wealth Management acquired?
FSA Wealth Management has acquired the companies: Houston Asset Management, Second Opinion Partners, Sachetta & Callahan, Grunden Financial Advisory
What technology does FSA Wealth Management use?
Some of the popular technologies that FSA Wealth Management uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare CDN
How do I contact FSA Wealth Management?
FSA Wealth Management contact info: Phone number: (781) 455-1020 Website: www.fsawm.com
What does FSA Wealth Management do?

FSA Wealth Management is a financial advisory firm located in Boston and Needham, MA, specializing in wealth management and retirement planning. They offer customized financial planning and investment management services tailored to families, professionals, business owners, and high-income earners. As fee-only fiduciaries, they prioritize their cli... ents' best interests, providing comprehensive strategies for wealth growth, tax-efficient asset distribution, and estate planning. Their collaborative approach ensures that financial planning evolves with clients' needs, helping them make informed decisions about their financial futures.Read More

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

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