Powder Point Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

30 Corporate Park Dr Ste 220, Pembroke, ...

Phone Number

(774) 231-0500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Powder Point Wealth Management

Powder Point Wealth Management is a financial planning and wealth management firm located in Pembroke, MA, dedicated to serving retirees in Southern Massachusetts. The firm specializes in tax-aware planning, investment management, and estate planning, aiming to help individuals and families make informed decisions about their financial futures. Inspired by the Powder Point Bridge, they focus on creating a clear path for clients to achieve their retirement goals. Their services cater to those nearing retirement, as well as business owners looking to exit their businesses.Explore more
Powder Point Wealth Management's Social MediaPopular SearchesPowder Point Wealth Management LLCPowder Point Wealth ManagementBroadridge Financial Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Powder Point Wealth Management Org Chart

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Founded In

Top Executive

Powder Point Wealth Manag...

<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
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Private
-
2006
Michael Passage, Chairman and Chief Executive Officer at Passage Wealth Advisors
Michael PassageChairman and CEO
<$5M
1-10
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-
-
N/A
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Powder Point Wealth Management Tech Stack

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Frequently Asked Questions Regarding Powder Point Wealth Management

What is Powder Point Wealth Management's official website?
Powder Point Wealth Management's official website is www.powderpointwealth.com
What is Powder Point Wealth Management's Revenue?
Powder Point Wealth Management's revenue is <$5 Million
What is Powder Point Wealth Management's SIC code?
Powder Point Wealth Management's SIC: 62,628
What is Powder Point Wealth Management's NAICS code?
Powder Point Wealth Management's NAICS: 52,523
How many employees does Powder Point Wealth Management have?
Powder Point Wealth Management has 1-10 employees
What industry does Powder Point Wealth Management belong to?
Powder Point Wealth Management is in the industry of: Finance, Securities Trading
What is Powder Point Wealth Management competition?
Powder Point Wealth Management top competitors include: Copper Canyon Wealth Management, Weinberg Financial Advisory, Rogers Financial Group, Eagle Strategies
What technology does Powder Point Wealth Management use?
Some of the popular technologies that Powder Point Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Barracuda Networks, Datadog
How do I contact Powder Point Wealth Management?
Powder Point Wealth Management contact info: Phone number: (774) 231-0500 Website: www.powderpointwealth.com
What does Powder Point Wealth Management do?

Powder Point Wealth Management is a financial planning and wealth management firm located in Pembroke, MA, dedicated to serving retirees in Southern Massachusetts. The firm specializes in tax-aware planning, investment management, and estate planning, aiming to help individuals and families make informed decisions about their financial futures. Ins... pired by the Powder Point Bridge, they focus on creating a clear path for clients to achieve their retirement goals. Their services cater to those nearing retirement, as well as business owners looking to exit their businesses.Read More

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

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